Golden State Wealth Management’s Nasdaq NDAQ Stock Holding History

Golden State 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
2026 Q2	$71.8K	Buy	910 +1	+0.1%	+$88	0.01%	645
2026 Q1	$77.2K	Hold	909	–	–	0.01%	575
2025 Q4	$88.3K	Hold	909	–	–	0.01%	548
2025 Q3	$80.4K	Hold	909	–	–	0.01%	557
2025 Q2	$81.3K	Hold	909	–	–	0.01%	539
2025 Q1	$69K	Hold	909	–	–	0.01%	523
2024 Q4	$70.3K	Buy	+909	New	+$70.3K	0.01%	508
2020 Q2	–	Sell	-750	Closed	-$24K	–	647
2020 Q1	$24K	Buy	+750	New	+$26.6K	0.01%	473
2019 Q4	–	Sell	-750	Closed	-$25K	–	619
2019 Q3	$25K	Hold	750	–	–	0.01%	576
2019 Q2	$24K	Hold	750	–	–	0.01%	588
2019 Q1	$22K	Buy	+750	New	+$21.4K	0.01%	607

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Golden State Wealth Management's NDAQ Position: Q2 2026 in Review

Golden State Wealth Management increased its Nasdaq (NDAQ) stake by 0.11% in Q2 2026, buying an estimated $88 and bringing the position to 910 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #645.

Golden State Wealth Management first reported a position in NDAQ in Q1 2019 and has held it in 11 quarters since. The position peaked at $88.3K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Golden State Wealth Management held 910 shares of Nasdaq worth $71.8K as of Q2 2026.
Golden State Wealth Management bought 1 Nasdaq share in Q2 2026, an estimated $88.
Nasdaq made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #645 holding.
Golden State Wealth Management first reported a position in Nasdaq in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Nasdaq position peaked at $88.3K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.