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HHM Wealth Advisors’s Nasdaq NDAQ Stock Holding History

HHM 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 		– Sell
-136
Closed -$11.5K – 934
2026
Q1 		$11.5K Buy
+136
New +$12.2K ﹤0.01% 611
2025
Q3 		– Sell
-23
Closed -$2.06K – 907
2025
Q2 		$2.06K Hold
23
– – ﹤0.01% 762
2025
Q1 		$1.75K Hold
23
– – ﹤0.01% 774
2024
Q4 		$1.78K Buy
+23
New +$1.78K ﹤0.01% 765

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 136 shares — an estimated $11.5K sold.

HHM Wealth Advisors first reported a position in NDAQ in Q4 2024 and held it in 4 quarters. The position peaked at $11.5K in Q1 2026. 323 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 136 Nasdaq shares in Q2 2026, an estimated $11.5K.
  • HHM Wealth Advisors first reported a position in Nasdaq in Q4 2024 and held it in 4 quarters.
  • HHM Wealth Advisors's Nasdaq position peaked at $11.5K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.