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Foster Victor Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Foster Victor 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
Q2 		$15.4M Sell
174,872
-153,834
-47% -$13.5M 0.81% 54
2026
Q1 		$28.5M Buy
328,706
+26,051
+9% +$2.33M 1.63% 9
2025
Q4 		$30.6M Buy
302,655
+21,478
+8% +$1.93M 1.78% 9
2025
Q3 		$24.6M Sell
281,177
-1,995
-0.7% -$185K 1.53% 10
2025
Q2 		$25.4M Buy
283,172
+3,357
+1% +$268K 1.72% 8
2025
Q1 		$20M Buy
279,815
+10,247
+4% +$806K 1.61% 10
2024
Q4 		$21.3M Buy
269,568
+4,717
+2% +$365K 1.63% 11
2024
Q3 		$19.2M Sell
264,851
-24,165
-8% -$1.65M 1.54% 13
2024
Q2 		$18.3M Buy
289,016
+23,557
+9% +$1.43M 1.53% 16
2024
Q1 		$16.7M Buy
265,459
+40,551
+18% +$2.35M 1.53% 18
2023
Q4 		$12.8M Buy
224,908
+3,751
+2% +$198K 1.31% 30
2023
Q3 		$11M Buy
221,157
+12,306
+6% +$624K 1.28% 31
2023
Q2 		$10.4M Buy
208,851
+40,895
+24% +$2.22M 1.16% 35
2023
Q1 		$9.19M Buy
167,956
+16,984
+11% +$981K 1.11% 38
2022
Q4 		$9.31M Buy
150,972
+3,373
+2% +$210K 1.18% 34
2022
Q3 		$8.78M Sell
147,599
-3,784
-2% -$223K 1.28% 29
2022
Q2 		$7.91M Buy
151,383
+20,109
+15% +$1.06M 1.18% 34
2022
Q1 		$8.03M Buy
131,274
+24,792
+23% +$1.47M 1.1% 36
2021
Q4 		$6.86M Buy
106,482
+14,241
+15% +$970K 0.93% 42
2021
Q3 		$5.93M Buy
92,241
+9,501
+11% +$598K 0.95% 37
2021
Q2 		$4.85M Buy
82,740
+18,039
+28% +$993K 0.81% 39
2021
Q1 		$3.41M Buy
64,701
+24,975
+63% +$1.19M 0.63% 47
2020
Q4 		$1.76M Buy
39,726
+17,532
+79% +$742K 0.4% 59
2020
Q3 		$908K Buy
22,194
+11,562
+109% +$493K 0.25% 70
2020
Q2 		$423K Buy
+10,632
New +$396K 0.14% 84

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

Foster Victor Wealth Advisors's NDAQ Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Nasdaq (NDAQ) stake by 47% in Q2 2026, selling an estimated $13.5M and leaving 174,872 shares worth $15.4M. The position accounts for 0.81% of the portfolio, ranked #54.

Foster Victor Wealth Advisors first reported a position in NDAQ in Q2 2020 and has held it in 25 quarters since. The position peaked at $30.6M in Q4 2025. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Foster Victor Wealth Advisors held 174,872 shares of Nasdaq worth $15.4M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 153,834 Nasdaq shares in Q2 2026, an estimated $13.5M.
  • Nasdaq made up 0.81% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Foster Victor Wealth Advisors first reported a position in Nasdaq in Q2 2020 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's Nasdaq position peaked at $30.6M in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.