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EP Wealth Advisors’s Nasdaq NDAQ Stock Holding History

EP Wealth Advisors’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 		$239K Buy
+2,814
New +$252K ﹤0.01% 1300
2025
Q2 		$226K Buy
+2,532
New +$202K ﹤0.01% 1179

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

EP Wealth Advisors's NDAQ Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Nasdaq (NDAQ) in Q1 2026: 2,814 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in NDAQ as recently as Q2 2025.

EP Wealth Advisors first reported a position in NDAQ in Q2 2025 and has held it in 2 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • EP Wealth Advisors held 2,814 shares of Nasdaq worth $239K as of Q1 2026.
  • Nasdaq was a new EP Wealth Advisors position in Q1 2026.
  • Nasdaq made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1300 holding.
  • EP Wealth Advisors first reported a position in Nasdaq in Q2 2025 and has held it in 2 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.