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Gitterman Wealth Management’s Nasdaq NDAQ Stock Holding History

Gitterman Wealth 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
2025
Q3 		– Sell
-5,630
Closed -$503K – 264
2025
Q2 		$503K Buy
5,630
+2,629
+88% +$210K 0.12% 45
2025
Q1 		$228K Buy
3,001
+21
+0.7% +$1.65K 0.06% 102
2024
Q4 		$230K Buy
2,980
+59
+2% +$4.56K 0.1% 96
2024
Q3 		$213K Sell
2,921
-5,384
-65% -$368K 0.09% 113
2024
Q2 		$501K Buy
+8,305
New +$503K 0.19% 28
2023
Q3 		– Sell
-7,187
Closed -$358K – 99
2023
Q2 		$358K Buy
+7,187
New +$389K 0.17% 32
2022
Q4 		– Sell
-3,985
Closed -$226K – 86
2022
Q3 		$226K Buy
+3,985
New +$234K 0.23% 48
2022
Q2 		– Sell
-4,401
Closed -$261K – 93
2022
Q1 		$261K Buy
+4,401
New +$260K 0.21% 61

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gitterman Wealth Management's NDAQ Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 5,630 shares — an estimated $503K sold.

Gitterman Wealth Management first reported a position in NDAQ in Q1 2022 and held it in 8 quarters. The position peaked at $503K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 5,630 Nasdaq shares in Q3 2025, an estimated $503K.
  • Gitterman Wealth Management first reported a position in Nasdaq in Q1 2022 and held it in 8 quarters.
  • Gitterman Wealth Management's Nasdaq position peaked at $503K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.