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 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

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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Empirical Wealth Management's NDAQ Position: Q2 2026 in Review

Empirical Wealth Management increased its Nasdaq (NDAQ) stake by 6.9% in Q2 2026, buying an estimated $175K and bringing the position to 30,706 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #242.

Empirical Wealth Management first reported a position in NDAQ in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2025. 348 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Empirical Wealth Management held 30,706 shares of Nasdaq worth $2.42M as of Q2 2026.
Empirical Wealth Management bought 1,991 Nasdaq shares in Q2 2026, an estimated $175K.
Nasdaq made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #242 holding.
Empirical Wealth Management first reported a position in Nasdaq in Q1 2021 and has held it in 11 quarters since.
Empirical Wealth Management's Nasdaq position peaked at $2.46M in Q4 2025.
348 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.