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Endowment Wealth Management’s Nasdaq NDAQ Stock Holding History

Endowment 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
Q1 		$256K Buy
3,021
+56
+2% +$5.02K 0.11% 131
2025
Q4 		$288K Sell
2,965
-78
-3% -$7.01K 0.13% 109
2025
Q3 		$269K Sell
3,043
-27
-0.9% -$2.5K 0.12% 124
2025
Q2 		$275K Buy
+3,070
New +$245K 0.14% 118

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Endowment Wealth Management's NDAQ Position: Q1 2026 in Review

Endowment Wealth Management increased its Nasdaq (NDAQ) stake by 1.9% in Q1 2026, buying an estimated $5.02K and bringing the position to 3,021 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #131.

Endowment Wealth Management first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Endowment Wealth Management held 3,021 shares of Nasdaq worth $256K as of Q1 2026.
  • Endowment Wealth Management bought 56 Nasdaq shares in Q1 2026, an estimated $5.02K.
  • Nasdaq made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Endowment Wealth Management first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • Endowment Wealth Management's Nasdaq position peaked at $288K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.