Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Nasdaq NDAQ Stock Holding History

Envestnet Portfolio Solutions’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 		$1.54M Sell
18,114
-2,322
-11% -$208K 0.01% 518
2025
Q4 		$1.98M Sell
20,436
-521
-2% -$46.9K 0.01% 549
2025
Q3 		$1.85M Sell
20,957
-4,287
-17% -$397K 0.01% 546
2025
Q2 		$2.26M Buy
25,244
+3,731
+17% +$298K 0.01% 530
2025
Q1 		$1.63M Sell
21,513
-6,418
-23% -$505K 0.01% 646
2024
Q4 		$2.16M Buy
27,931
+703
+3% +$54.4K 0.01% 638
2024
Q3 		$1.99M Buy
27,228
+16,861
+163% +$1.15M 0.01% 660
2024
Q2 		$625K Sell
10,367
-688
-6% -$41.7K ﹤0.01% 1042
2024
Q1 		$698K Buy
11,055
+152
+1% +$8.79K ﹤0.01% 980
2023
Q4 		$634K Sell
10,903
-20
-0.2% -$1.05K ﹤0.01% 947
2023
Q3 		$531K Buy
+10,923
New +$553K ﹤0.01% 960

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

Envestnet Portfolio Solutions's NDAQ Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Nasdaq (NDAQ) stake by 11% in Q1 2026, selling an estimated $208K and leaving 18,114 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #518.

Envestnet Portfolio Solutions first reported a position in NDAQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.26M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Envestnet Portfolio Solutions held 18,114 shares of Nasdaq worth $1.54M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 2,322 Nasdaq shares in Q1 2026, an estimated $208K.
  • Nasdaq made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #518 holding.
  • Envestnet Portfolio Solutions first reported a position in Nasdaq in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Nasdaq position peaked at $2.26M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.