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Heritage Family Offices’s Nasdaq NDAQ Stock Holding History

Heritage Family Offices’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 		$475K Sell
6,025
-6,082
-50% -$533K 0.18% 101
2026
Q1 		$1.03M Sell
12,107
-7,158
-37% -$641K 0.46% 58
2025
Q4 		$1.87M Sell
19,265
-1,286
-6% -$116K 0.85% 27
2025
Q3 		$1.82M Buy
20,551
+5,775
+39% +$535K 0.85% 33
2025
Q2 		$1.11M Hold
14,776
– – 0.56% 42
2025
Q1 		$1.12M Buy
+14,776
New +$1.16M 0.57% 38

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

Heritage Family Offices's NDAQ Position: Q2 2026 in Review

Heritage Family Offices reduced its Nasdaq (NDAQ) stake by 50% in Q2 2026, selling an estimated $533K and leaving 6,025 shares worth $475K. The position accounts for 0.18% of the portfolio, ranked #101.

Heritage Family Offices first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Heritage Family Offices held 6,025 shares of Nasdaq worth $475K as of Q2 2026.
  • Heritage Family Offices sold 6,082 Nasdaq shares in Q2 2026, an estimated $533K.
  • Nasdaq made up 0.18% of Heritage Family Offices's portfolio in Q2 2026, its #101 holding.
  • Heritage Family Offices first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • Heritage Family Offices's Nasdaq position peaked at $1.87M in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.