Greenwich Wealth Management’s Nasdaq NDAQ Stock Holding History

Greenwich 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	$2.58M	Sell	30,431 -80	-0.3%	-$7.17K	0.11%	105
2025 Q4	$2.96M	Buy	30,511 +111	+0.4%	+$9.98K	0.13%	90
2025 Q3	$2.69M	Buy	30,400 +315	+1%	+$29.2K	0.13%	88
2025 Q2	$2.69M	Buy	30,085 +185	+0.6%	+$14.8K	0.13%	74
2025 Q1	$2.27M	Hold	29,900	–	–	0.17%	72
2024 Q4	$2.31M	Sell	29,900 -323	-1%	-$25K	0.16%	69
2024 Q3	$2.21M	Buy	30,223 +323	+1%	+$22K	0.15%	76
2024 Q2	$1.8M	Hold	29,900	–	–	0.13%	80
2024 Q1	$1.89M	Hold	29,900	–	–	0.15%	78
2023 Q4	$1.74M	Sell	29,900 -8,930	-23%	-$471K	0.17%	76
2023 Q3	$1.89M	Sell	38,830 -9,715	-20%	-$492K	0.2%	68
2023 Q2	$2.42M	Hold	48,545	–	–	0.25%	61
2023 Q1	$2.65M	Hold	48,545	–	–	0.29%	55
2022 Q4	$2.98M	Hold	48,545	–	–	0.33%	46
2022 Q3	$2.75M	Sell	48,545 -751	-2%	-$44.2K	0.29%	52
2022 Q2	$2.51M	Hold	49,296	–	–	0.33%	54
2022 Q1	$2.93M	Buy	49,296 +45	+0.1%	+$2.66K	0.3%	52
2021 Q4	$3.45M	Sell	49,251 -309	-0.6%	-$21K	0.28%	46
2021 Q3	$3.19M	Sell	49,560 -282	-0.6%	-$17.8K	0.27%	48
2021 Q2	$2.92M	Buy	49,842 +372	+0.8%	+$20.5K	0.25%	53
2021 Q1	$2.43M	Buy	49,470 +132	+0.3%	+$6.27K	0.19%	60
2020 Q4	$2.18M	Buy	49,338 +249	+0.5%	+$10.5K	0.19%	61
2020 Q3	$2.01M	Sell	49,089 -45	-0.1%	-$1.92K	0.36%	56
2020 Q2	$1.96M	Sell	49,134 -216	-0.4%	-$8.04K	0.37%	50
2020 Q1	$1.56M	Buy	49,350 +333	+0.7%	+$11.8K	0.33%	57
2019 Q4	$1.75M	Buy	49,017 +111	+0.2%	+$3.78K	0.35%	61
2019 Q3	$1.62M	Buy	48,906 +192	+0.4%	+$6.38K	0.32%	62
2019 Q2	$1.56M	Sell	48,714 -3,690	-7%	-$113K	0.27%	65
2019 Q1	$1.53M	Hold	52,404	–	–	0.27%	61
2018 Q4	$1.43M	Sell	52,404 -270	-0.5%	-$7.7K	0.28%	63
2018 Q3	$1.51M	Hold	52,674	–	–	0.26%	67
2018 Q2	$1.6M	Buy	52,674 +3,960	+8%	+$119K	0.28%	63
2018 Q1	$1.4M	Hold	48,714	–	–	0.22%	63
2017 Q4	$1.25M	Hold	48,714	–	–	0.21%	70
2017 Q3	$1.26M	Sell	48,714 -6,480	-12%	-$161K	0.22%	68
2017 Q2	$1.31M	Sell	55,194 -4,233	-7%	-$97.3K	0.22%	69
2017 Q1	$1.38M	Buy	59,427 +4,527	+8%	+$105K	0.18%	67
2016 Q4	$1.23M	Hold	54,900	–	–	0.16%	81
2016 Q3	$1.24M	Sell	54,900 -771	-1%	-$17.8K	0.22%	76
2016 Q2	$1.2M	Hold	55,671	–	–	0.29%	71
2016 Q1	$1.23M	Sell	55,671 -22,368	-29%	-$461K	0.32%	68
2015 Q4	$1.51M	Hold	78,039	–	–	0.37%	59
2015 Q3	$1.39M	Sell	78,039 -88,500	-53%	-$1.52M	0.34%	72
2015 Q2	$2.71M	Sell	166,539 -135,000	-45%	-$2.27M	0.35%	76
2015 Q1	$5.12M	Hold	301,539	–	–	0.58%	55
2014 Q4	$4.82M	Hold	301,539	–	–	0.32%	66
2014 Q3	$4.26M	Hold	301,539	–	–	0.29%	70
2014 Q2	$3.88M	Hold	301,539	–	–	0.26%	75
2014 Q1	$3.71M	Hold	301,539	–	–	0.26%	75
2013 Q4	$4M	Sell	301,539 -261	-0.1%	-$3.19K	0.4%	75
2013 Q3	$3.23M	Sell	301,800 -450,000	-60%	-$4.81M	0.23%	75
2013 Q2	$8.22M	Buy	+751,800	New	+$7.66M	0.61%	44

Other funds holding NDAQ

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Greenwich Wealth Management's NDAQ Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Nasdaq (NDAQ) stake by 0.26% in Q1 2026, selling an estimated $7.17K and leaving 30,431 shares worth $2.58M. The position accounts for 0.11% of the portfolio, ranked #105.

Greenwich Wealth Management first reported a position in NDAQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.22M in Q2 2013. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Greenwich Wealth Management held 30,431 shares of Nasdaq worth $2.58M as of Q1 2026.
Greenwich Wealth Management sold 80 Nasdaq shares in Q1 2026, an estimated $7.17K.
Nasdaq made up 0.11% of Greenwich Wealth Management's portfolio in Q1 2026, its #105 holding.
Greenwich Wealth Management first reported a position in Nasdaq in Q2 2013 and has held it in 52 quarters since.
Greenwich Wealth Management's Nasdaq position peaked at $8.22M in Q2 2013.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.