Empirical Wealth Management
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Empirical Wealth Management’s Nasdaq NDAQ Stock Holding History

Empirical Wealth Management’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
Q3 		$2.97M Buy
32,270
+1,564
+5% +$146K 0.04% 225
2026
Q2 		$2.42M Buy
30,706
+1,991
+7% +$175K 0.04% 242
2026
Q1 		$2.44M Buy
28,715
+3,431
+14% +$307K 0.04% 227
2025
Q4 		$2.46M Buy
25,284
+1,028
+4% +$92.4K 0.04% 223
2025
Q3 		$2.15M Buy
24,256
+2,578
+12% +$239K 0.04% 232
2025
Q2 		$1.94M Buy
21,678
+2,547
+13% +$203K 0.04% 233
2025
Q1 		$1.45M Buy
+19,131
New +$1.51M 0.04% 255
2022
Q2 		– Sell
-7,923
Closed -$471K – 505
2022
Q1 		$471K Buy
7,923
+1,545
+24% +$91.4K 0.02% 339
2021
Q4 		$446K Buy
6,378
+210
+3% +$14.3K 0.02% 361
2021
Q3 		$397K Sell
6,168
-2,880
-32% -$181K 0.02% 339
2021
Q2 		$530K Buy
9,048
+1,860
+26% +$102K 0.03% 293
2021
Q1 		$353K Buy
+7,188
New +$341K 0.03% 297

Other funds holding NDAQ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Empirical Wealth Management's NDAQ Position: Q3 2026 in Review

Empirical Wealth Management increased its Nasdaq (NDAQ) stake by 5.1% in Q3 2026, buying an estimated $146K and bringing the position to 32,270 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #225.

Empirical Wealth Management first reported a position in NDAQ in Q1 2021 and has held it in 12 quarters since. 898 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Empirical Wealth Management held 32,270 shares of Nasdaq worth $2.97M as of Q3 2026.
  • Empirical Wealth Management bought 1,564 Nasdaq shares in Q3 2026, an estimated $146K.
  • Nasdaq made up 0.04% of Empirical Wealth Management's portfolio in Q3 2026, its #225 holding.
  • Empirical Wealth Management first reported a position in Nasdaq in Q1 2021 and has held it in 12 quarters since.
  • 898 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.