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Financial Consulate’s Nasdaq NDAQ Stock Holding History

Financial Consulate’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 		$2.21K Sell
26
-12
-32% -$1.07K ﹤0.01% 955
2025
Q4 		$3.69K Hold
38
– – ﹤0.01% 790
2025
Q3 		$3.36K Buy
+38
New +$3.52K ﹤0.01% 721

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Consulate's NDAQ Position: Q1 2026 in Review

Financial Consulate reduced its Nasdaq (NDAQ) stake by 32% in Q1 2026, selling an estimated $1.07K and leaving 26 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Financial Consulate first reported a position in NDAQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.69K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Financial Consulate held 26 shares of Nasdaq worth $2.21K as of Q1 2026.
  • Financial Consulate sold 12 Nasdaq shares in Q1 2026, an estimated $1.07K.
  • Nasdaq made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #955 holding.
  • Financial Consulate first reported a position in Nasdaq in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Nasdaq position peaked at $3.69K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.