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Grant Private Wealth Management’s Nasdaq NDAQ Stock Holding History

Grant Private 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
Q1 		– Sell
-2,289
Closed -$222K – 159
2025
Q4 		$222K Sell
2,289
-38
-2% -$3.42K 0.13% 123
2025
Q3 		$206K Buy
+2,327
New +$216K 0.13% 134

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

Grant Private Wealth Management's NDAQ Position: Q1 2026 in Review

Grant Private Wealth Management sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,289 shares — an estimated $222K sold.

Grant Private Wealth Management first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Grant Private Wealth Management reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 2,289 Nasdaq shares in Q1 2026, an estimated $222K.
  • Grant Private Wealth Management first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
  • Grant Private Wealth Management's Nasdaq position peaked at $222K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Grant Private Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.