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Elevation Wealth Partners’s Nasdaq NDAQ Stock Holding History

Elevation Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.2K Buy
104
+94
+940% +$8.24K ﹤0.01% 877
2026
Q1 		$849 Sell
10
-22
-69% -$1.97K ﹤0.01% 1008
2025
Q4 		$3.11K Buy
32
+13
+68% +$1.17K ﹤0.01% 721
2025
Q3 		$1.68K Buy
+19
New +$1.76K ﹤0.01% 679

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's NDAQ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Nasdaq (NDAQ) stake by 940% in Q2 2026, buying an estimated $8.24K and bringing the position to 104 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Elevation Wealth Partners first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Elevation Wealth Partners held 104 shares of Nasdaq worth $8.2K as of Q2 2026.
  • Elevation Wealth Partners bought 94 Nasdaq shares in Q2 2026, an estimated $8.24K.
  • Nasdaq made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #877 holding.
  • Elevation Wealth Partners first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.