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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
Q2 		$238K Buy
3,024
+3
+0.1% +$263 0.09% 149
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 $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Endowment Wealth Management increased its Nasdaq (NDAQ) stake by 0.1% in Q2 2026, buying an estimated $263 and bringing the position to 3,024 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #149.

Endowment Wealth Management first reported a position in NDAQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Endowment Wealth Management held 3,024 shares of Nasdaq worth $238K as of Q2 2026.
  • Endowment Wealth Management bought 3 Nasdaq shares in Q2 2026, an estimated $263.
  • Nasdaq made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Endowment Wealth Management first reported a position in Nasdaq in Q2 2025 and has held it in 5 quarters since.
  • Endowment Wealth Management's Nasdaq position peaked at $288K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.