GoalVest Advisory’s Nasdaq NDAQ Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-9	Closed	-$683	–	480
2025 Q1	$683	Buy	+9	New	+$708	﹤0.01%	346

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GoalVest Advisory's NDAQ Position: Q2 2025 in Review

GoalVest Advisory sold out of Nasdaq (NDAQ) in Q2 2025, closing a stake of 9 shares — an estimated $683 sold.

GoalVest Advisory first reported a position in NDAQ in Q1 2025 and held it in 1 quarter. The position peaked at $683 in Q1 2025. 1,018 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

GoalVest Advisory reported no remaining Nasdaq position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 9 Nasdaq shares in Q2 2025, an estimated $683.
GoalVest Advisory first reported a position in Nasdaq in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Nasdaq position peaked at $683 in Q1 2025.
1,018 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.