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Guardian Wealth Management (Illinois)’s Nelnet NNI Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.12M Buy
53,433
+2,077
+4% +$275K 3.5% 6
2026
Q1 		$6.62M Buy
51,356
+2,128
+4% +$280K 3.61% 6
2025
Q4 		$6.55M Sell
49,228
-268
-0.5% -$35.1K 3.84% 7
2025
Q3 		$6.21M Buy
49,496
+1,778
+4% +$222K 3.67% 5
2025
Q2 		$5.78M Buy
47,718
+1,375
+3% +$154K 3.85% 5
2025
Q1 		$5.14M Buy
46,343
+2,183
+5% +$244K 3.43% 7
2024
Q4 		$4.72M Sell
44,160
-2,726
-6% -$301K 3.21% 8
2024
Q3 		$5.31M Buy
46,886
+459
+1% +$50.4K 3.74% 6
2024
Q2 		$4.68M Buy
46,427
+568
+1% +$56.5K 3.58% 7
2024
Q1 		$4.34M Buy
45,859
+18,544
+68% +$1.63M 3.34% 9
2023
Q4 		$2.41M Buy
27,315
+781
+3% +$67.6K 2.04% 17
2023
Q3 		$2.37M Buy
26,534
+48
+0.2% +$4.53K 2.22% 14
2023
Q2 		$2.56M Buy
26,486
+1,161
+5% +$110K 2.33% 10
2023
Q1 		$2.33M Buy
25,325
+550
+2% +$51K 2.24% 11
2022
Q4 		$2.25M Buy
24,775
+382
+2% +$34.6K 2.21% 12
2022
Q3 		$1.93M Buy
24,393
+1,082
+5% +$94.1K 2.19% 13
2022
Q2 		$1.99M Buy
23,311
+2,831
+14% +$235K 2.14% 12
2022
Q1 		$1.74M Buy
20,480
+777
+4% +$66.9K 1.73% 21
2021
Q4 		$1.93M Buy
+19,703
New +$1.74M 1.85% 19

Other funds holding NNI

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s NNI Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Nelnet (NNI) stake by 4% in Q2 2026, buying an estimated $275K and bringing the position to 53,433 shares worth $7.12M. The position accounts for 3.5% of the portfolio, ranked #6.

Guardian Wealth Management (Illinois) first reported a position in NNI in Q4 2021 and has held it in 19 quarters since. 38 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 53,433 shares of Nelnet worth $7.12M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 2,077 Nelnet shares in Q2 2026, an estimated $275K.
  • Nelnet made up 3.5% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #6 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Nelnet in Q4 2021 and has held it in 19 quarters since.
  • 38 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.