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
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 $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

Focus Partners Wealth's NDAQ Position: Q1 2026 in Review

Focus Partners Wealth increased its Nasdaq (NDAQ) stake by 41% in Q1 2026, buying an estimated $939K and bringing the position to 35,789 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Focus Partners Wealth first reported a position in NDAQ in Q1 2024 and has held it in 9 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Focus Partners Wealth held 35,789 shares of Nasdaq worth $3.04M as of Q1 2026.
  • Focus Partners Wealth bought 10,473 Nasdaq shares in Q1 2026, an estimated $939K.
  • Nasdaq made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1130 holding.
  • Focus Partners Wealth first reported a position in Nasdaq in Q1 2024 and has held it in 9 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.