Essential Partners’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$100K Sell
1,084
-149
-12% -$13.9K 0.05% 425
2026
Q2
$97.2K Sell
1,233
-2,838
-70% -$249K 0.04% 427
2026
Q1
$346K Sell
4,071
-3,513
-46% -$315K 0.12% 197
2025
Q4
$737K Buy
7,584
+823
+12% +$74K 0.23% 122
2025
Q3
$598K Buy
6,761
+2,762
+69% +$256K 0.2% 144
2025
Q2
$358K Buy
+3,999
New +$319K 0.14% 207

Other funds holding NDAQ

Essential Partners's NDAQ Position: Q3 2026 in Review

Essential Partners reduced its Nasdaq (NDAQ) stake by 12% in Q3 2026, selling an estimated $13.9K and leaving 1,084 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #425.

Essential Partners first reported a position in NDAQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $737K in Q4 2025. 184 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Essential Partners held 1,084 shares of Nasdaq worth $100K as of Q3 2026.
  • Essential Partners sold 149 Nasdaq shares in Q3 2026, an estimated $13.9K.
  • Nasdaq made up 0.05% of Essential Partners's portfolio in Q3 2026, its #425 holding.
  • Essential Partners first reported a position in Nasdaq in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Nasdaq position peaked at $737K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.