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Financial Gravity Asset Management’s Nasdaq NDAQ Stock Holding History

Financial Gravity Asset Management’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 		$424 Buy
+5
New +$448 ﹤0.01% 805
2024
Q2 		$663 Sell
11
-80
-88% -$4.85K ﹤0.01% 881
2024
Q1 		$5.69K Sell
91
-131
-59% -$7.58K ﹤0.01% 835
2023
Q4 		$11.1K Buy
222
+5
+2% +$264 ﹤0.01% 768
2023
Q3 		$10.7K Buy
217
+167
+334% +$8.46K ﹤0.01% 589
2023
Q2 		$4.03K Sell
50
-5
-9% -$271 0.01% 514
2023
Q1 		$752 Sell
55
-6
-10% -$347 0.02% 400
2022
Q4 		$4.59K Sell
61
-908
-94% -$56.6K 0.02% 417
2022
Q3 		$831 Sell
969
-6,834
-88% -$402K 0.03% 354
2022
Q2 		$747 Sell
7,803
-1,275
-14% -$67.5K 0.02% 346
2022
Q1 		$857 Sell
9,078
-3,522
-28% -$208K 0.02% 353
2021
Q4 		$1.25K Buy
12,600
+12,582
+69,900% +$857K 0.03% 367
2021
Q3 		$193K Hold
18
– – 0.09% 192
2021
Q2 		$176K Sell
18
-12
-40% -$660 0.06% 215
2021
Q1 		$1.52K Sell
30
-3
-9% -$142 0.03% 257
2020
Q4 		$1K Buy
+33
New +$1.4K ﹤0.01% 427
2020
Q2 		– Sell
-222
Closed -$7.04K – 566
2020
Q1 		$7.04K Sell
222
-123
-36% -$4.36K 0.02% 287
2019
Q4 		$107K Sell
345
-87
-20% -$2.96K 0.07% 295
2019
Q3 		$14K Buy
432
+345
+397% +$11.5K 0.01% 535
2019
Q2 		$3K Buy
+87
New +$2.67K ﹤0.01% 818

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Financial Gravity Asset Management's NDAQ Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Nasdaq (NDAQ) in Q1 2026: 5 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in NDAQ as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in NDAQ in Q2 2019 and has held it in 20 quarters since. The position peaked at $193K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Financial Gravity Asset Management held 5 shares of Nasdaq worth $424 as of Q1 2026.
  • Nasdaq was a new Financial Gravity Asset Management position in Q1 2026.
  • Nasdaq made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #805 holding.
  • Financial Gravity Asset Management first reported a position in Nasdaq in Q2 2019 and has held it in 20 quarters since.
  • Financial Gravity Asset Management's Nasdaq position peaked at $193K in Q3 2021.
  • 1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.