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Financial Network Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Financial Network Wealth Advisors’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 		$88.5K Sell
1,042
-102
-9% -$9.14K 0.09% 181
2025
Q4 		$111K Buy
1,144
+13
+1% +$1.17K 0.12% 152
2025
Q3 		$100K Buy
1,131
+89
+9% +$8.24K 0.11% 165
2025
Q2 		$93.2K Buy
1,042
+21
+2% +$1.68K 0.11% 170
2025
Q1 		$77.5K Buy
1,021
+289
+39% +$22.7K 0.1% 189
2024
Q4 		$56.6K Sell
732
-510
-41% -$39.4K 0.11% 168
2024
Q3 		$90.7K Sell
1,242
-70
-5% -$4.78K 0.07% 213
2024
Q2 		$79.2K Buy
+1,312
New +$79.5K 0.06% 251

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 Network Wealth Advisors's NDAQ Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Nasdaq (NDAQ) stake by 8.9% in Q1 2026, selling an estimated $9.14K and leaving 1,042 shares worth $88.5K. The position accounts for 0.09% of the portfolio, ranked #181.

Financial Network Wealth Advisors first reported a position in NDAQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $111K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Financial Network Wealth Advisors held 1,042 shares of Nasdaq worth $88.5K as of Q1 2026.
  • Financial Network Wealth Advisors sold 102 Nasdaq shares in Q1 2026, an estimated $9.14K.
  • Nasdaq made up 0.09% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Financial Network Wealth Advisors first reported a position in Nasdaq in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Nasdaq position peaked at $111K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.