Focus Partners Wealth
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Focus Partners Wealth’s Nasdaq NDAQ Stock Holding History

Focus Partners 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 		$2.59M Sell
32,902
-2,887
-8% -$253K ﹤0.01% 1239
2026
Q1 		$3.04M Buy
35,789
+10,473
+41% +$939K ﹤0.01% 1130
2025
Q4 		$2.46M Buy
25,316
+4,782
+23% +$430K ﹤0.01% 1232
2025
Q3 		$1.82M Buy
20,534
+6,946
+51% +$643K ﹤0.01% 1055
2025
Q2 		$1.22M Sell
13,588
-763
-5% -$60.9K ﹤0.01% 1064
2025
Q1 		$1.09M Buy
14,351
+2,101
+17% +$165K ﹤0.01% 1033
2024
Q4 		$947K Buy
12,250
+107
+0.9% +$8.27K ﹤0.01% 1075
2024
Q3 		$887K Sell
12,143
-18,217
-60% -$1.24M ﹤0.01% 974
2024
Q2 		$1.83M Buy
30,360
+17,634
+139% +$1.07M 0.01% 669
2024
Q1 		$803K Buy
+12,726
New +$736K 0.01% 640

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

Focus Partners Wealth's NDAQ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nasdaq (NDAQ) stake by 8.1% in Q2 2026, selling an estimated $253K and leaving 32,902 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Focus Partners Wealth first reported a position in NDAQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.04M in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Focus Partners Wealth held 32,902 shares of Nasdaq worth $2.59M as of Q2 2026.
  • Focus Partners Wealth sold 2,887 Nasdaq shares in Q2 2026, an estimated $253K.
  • Nasdaq made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1239 holding.
  • Focus Partners Wealth first reported a position in Nasdaq in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Nasdaq position peaked at $3.04M in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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