EW
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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
Q2 		– Sell
-5,383
Closed -$457K – 422
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

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evoke Wealth's NDAQ Position: Q2 2026 in Review

Evoke Wealth sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 5,383 shares — an estimated $457K sold.

Evoke Wealth first reported a position in NDAQ in Q3 2019 and held it in 17 quarters. The position peaked at $484K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Evoke Wealth reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,383 Nasdaq shares in Q2 2026, an estimated $457K.
  • Evoke Wealth first reported a position in Nasdaq in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Nasdaq position peaked at $484K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.