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HB Wealth Management’s Nasdaq NDAQ Stock Holding History

HB 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 		$1.59M Buy
20,140
+826
+4% +$72.5K 0.01% 551
2026
Q1 		$1.64M Buy
19,314
+5,486
+40% +$492K 0.01% 488
2025
Q4 		$1.34M Buy
13,828
+604
+5% +$54.3K 0.01% 530
2025
Q3 		$1.17M Buy
13,224
+4,877
+58% +$452K 0.01% 562
2025
Q2 		$746K Sell
8,347
-1,954
-19% -$156K 0.01% 613
2025
Q1 		$781K Buy
10,301
+1,181
+13% +$92.9K 0.01% 611
2024
Q4 		$705K Sell
9,120
-794
-8% -$61.4K 0.01% 512
2024
Q3 		$724K Buy
9,914
+2,383
+32% +$163K 0.01% 472
2024
Q2 		$454K Buy
7,531
+1,337
+22% +$81K 0.01% 570
2024
Q1 		$391K Buy
6,194
+150
+2% +$8.68K ﹤0.01% 569
2023
Q4 		$351K Buy
6,044
+1,268
+27% +$66.9K 0.01% 550
2023
Q3 		$232K Buy
+4,776
New +$242K ﹤0.01% 657
2023
Q2 		– Sell
-4,235
Closed -$232K – 752
2023
Q1 		$232K Sell
4,235
-1,003
-19% -$58K ﹤0.01% 626
2022
Q4 		$321K Buy
5,238
+1,608
+44% +$100K 0.01% 498
2022
Q3 		$206K Buy
+3,630
New +$214K ﹤0.01% 540

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HB Wealth Management's NDAQ Position: Q2 2026 in Review

HB Wealth Management increased its Nasdaq (NDAQ) stake by 4.3% in Q2 2026, buying an estimated $72.5K and bringing the position to 20,140 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #551.

HB Wealth Management first reported a position in NDAQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • HB Wealth Management held 20,140 shares of Nasdaq worth $1.59M as of Q2 2026.
  • HB Wealth Management bought 826 Nasdaq shares in Q2 2026, an estimated $72.5K.
  • Nasdaq made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #551 holding.
  • HB Wealth Management first reported a position in Nasdaq in Q3 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Nasdaq position peaked at $1.64M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.