Evoke Wealth’s Nasdaq NDAQ Stock Holding History

Evoke Wealth’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	$457K	Buy	5,383 +405	+8%	+$36.3K	0.01%	427
2025 Q4	$484K	Buy	4,978 +789	+19%	+$71K	0.01%	400
2025 Q3	$371K	Buy	4,189 +305	+8%	+$28.3K	0.01%	449
2025 Q2	$347K	Buy	+3,884	New	+$310K	0.01%	426
2022 Q4	–	Sell	-380	Closed	-$22K	–	854
2022 Q3	$22K	Buy	380 +62	+19%	+$3.65K	﹤0.01%	629
2022 Q2	$16K	Buy	318 +27	+9%	+$1.43K	﹤0.01%	693
2022 Q1	$17K	Buy	291 +51	+21%	+$3.02K	﹤0.01%	686
2021 Q4	$17K	Hold	240	–	–	﹤0.01%	704
2021 Q3	$15K	Hold	240	–	–	﹤0.01%	685
2021 Q2	$14K	Buy	240 +9	+4%	+$495	﹤0.01%	707
2021 Q1	$11K	Hold	231	–	–	﹤0.01%	677
2020 Q4	$10K	Hold	231	–	–	﹤0.01%	597
2020 Q3	$9K	Hold	231	–	–	﹤0.01%	580
2020 Q2	$9K	Sell	231 -9	-4%	-$335	﹤0.01%	566
2020 Q1	$7.6K	Sell	240 -12	-5%	-$425	﹤0.01%	546
2019 Q4	$9K	Hold	252	–	–	﹤0.01%	780
2019 Q3	$8.35K	Buy	+252	New	+$8.38K	﹤0.01%	866

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's NDAQ Position: Q1 2026 in Review

Evoke Wealth increased its Nasdaq (NDAQ) stake by 8.1% in Q1 2026, buying an estimated $36.3K and bringing the position to 5,383 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #427.

Evoke Wealth first reported a position in NDAQ in Q3 2019 and has held it in 17 quarters since. The position peaked at $484K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Evoke Wealth held 5,383 shares of Nasdaq worth $457K as of Q1 2026.
Evoke Wealth bought 405 Nasdaq shares in Q1 2026, an estimated $36.3K.
Nasdaq made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #427 holding.
Evoke Wealth first reported a position in Nasdaq in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's Nasdaq position peaked at $484K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.