Heritage Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Heritage Wealth Advisors’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	$1.66K	Hold	21	–	–	﹤0.01%	644
2026 Q1	$1.78K	Buy	+21	New	+$1.88K	﹤0.01%	631
2025 Q1	–	Sell	-38	Closed	-$2.94K	–	624
2024 Q4	$2.94K	Buy	38 +7	+23%	+$541	﹤0.01%	538
2024 Q3	$2.26K	Buy	+31	New	+$2.12K	﹤0.01%	544
2024 Q1	–	Sell	-7,332	Closed	-$426K	–	561
2023 Q4	$426K	Hold	7,332	–	–	0.02%	157
2023 Q3	$356K	Hold	7,332	–	–	0.02%	154
2023 Q2	$366K	Hold	7,332	–	–	0.02%	153
2023 Q1	$401K	Hold	7,332	–	–	0.02%	148
2022 Q4	$450K	Hold	7,332	–	–	0.03%	136
2022 Q3	$416K	Hold	7,332	–	–	0.03%	134
2022 Q2	$373K	Hold	7,332	–	–	0.03%	145
2022 Q1	$436K	Sell	7,332 -2,853	-28%	-$169K	0.02%	137
2021 Q4	$713K	Hold	10,185	–	–	0.04%	119
2021 Q3	$655K	Sell	10,185 -2,550	-20%	-$161K	0.04%	119
2021 Q2	$746K	Hold	12,735	–	–	0.05%	108
2021 Q1	$626K	Hold	12,735	–	–	0.04%	122
2020 Q4	$563K	Buy	+12,735	New	+$539K	0.04%	121

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Heritage Wealth Advisors's NDAQ Position: Q2 2026 in Review

Heritage Wealth Advisors held its Nasdaq (NDAQ) position steady in Q2 2026 at 21 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Heritage Wealth Advisors first reported a position in NDAQ in Q4 2020 and has held it in 17 quarters since. The position peaked at $746K in Q2 2021. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Heritage Wealth Advisors held 21 shares of Nasdaq worth $1.66K as of Q2 2026.
Heritage Wealth Advisors left its Nasdaq share count unchanged in Q2 2026.
Nasdaq made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #644 holding.
Heritage Wealth Advisors first reported a position in Nasdaq in Q4 2020 and has held it in 17 quarters since.
Heritage Wealth Advisors's Nasdaq position peaked at $746K in Q2 2021.
1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.