Everhart Financial Group’s Nasdaq NDAQ Stock Holding History

Everhart Financial Group’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	$700K	Sell	8,876 -905	-9%	-$79.4K	0.04%	224
2026 Q1	$830K	Sell	9,781 -4,564	-32%	-$409K	0.07%	209
2025 Q4	$1.39M	Buy	14,345 +5,789	+68%	+$521K	0.13%	106
2025 Q3	$757K	Buy	8,556 +1,075	+14%	+$99.6K	0.08%	192
2025 Q2	$669K	Buy	7,481 +701	+10%	+$56K	0.08%	190
2025 Q1	$514K	Buy	6,780 +507	+8%	+$39.9K	0.07%	202
2024 Q4	$485K	Buy	6,273 +234	+4%	+$18.1K	0.1%	196
2024 Q3	$441K	Buy	6,039 +1,089	+22%	+$74.3K	0.1%	210
2024 Q2	$298K	Buy	4,950 +1,380	+39%	+$83.6K	0.08%	223
2024 Q1	$225K	Buy	+3,570	New	+$207K	0.07%	253
2023 Q3	–	Sell	-4,100	Closed	-$204K	–	226
2023 Q2	$204K	Buy	4,100 +2	+0%	+$108	0.08%	209
2023 Q1	$224K	Sell	4,098 -835	-17%	-$48.3K	0.1%	180
2022 Q4	$303K	Buy	4,933 +104	+2%	+$6.48K	0.15%	119
2022 Q3	$274K	Sell	4,829 -820	-15%	-$48.2K	0.15%	137
2022 Q2	$288K	Buy	+5,649	New	+$299K	0.18%	122

Other funds holding NDAQ

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Everhart Financial Group's NDAQ Position: Q2 2026 in Review

Everhart Financial Group reduced its Nasdaq (NDAQ) stake by 9.3% in Q2 2026, selling an estimated $79.4K and leaving 8,876 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #224.

Everhart Financial Group first reported a position in NDAQ in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2025. 130 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Everhart Financial Group held 8,876 shares of Nasdaq worth $700K as of Q2 2026.
Everhart Financial Group sold 905 Nasdaq shares in Q2 2026, an estimated $79.4K.
Nasdaq made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #224 holding.
Everhart Financial Group first reported a position in Nasdaq in Q2 2022 and has held it in 15 quarters since.
Everhart Financial Group's Nasdaq position peaked at $1.39M in Q4 2025.
130 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.