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Evolve Private Wealth’s Nasdaq NDAQ Stock Holding History

Evolve Private 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
-4,273
Closed -$363K – 1161
2026
Q1 		$363K Sell
4,273
-1,934
-31% -$173K 0.02% 708
2025
Q4 		$603K Buy
+6,207
New +$558K 0.04% 460

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

Evolve Private Wealth's NDAQ Position: Q2 2026 in Review

Evolve Private Wealth sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 4,273 shares — an estimated $363K sold.

Evolve Private Wealth first reported a position in NDAQ in Q4 2025 and held it in 2 quarters. The position peaked at $603K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Evolve Private Wealth reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,273 Nasdaq shares in Q2 2026, an estimated $363K.
  • Evolve Private Wealth first reported a position in Nasdaq in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Nasdaq position peaked at $603K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.