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Insight Wealth Partners’s Nasdaq NDAQ Stock Holding History

Insight Wealth Partners’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
2025
Q4 		– Sell
-6,999
Closed -$619K – 121
2025
Q3 		$619K Hold
6,999
– – 0.19% 68
2025
Q2 		$626K Hold
6,999
– – 0.24% 60
2025
Q1 		$531K Hold
6,999
– – 0.09% 67
2024
Q4 		$541K Hold
6,999
– – 0.07% 65
2024
Q3 		$511K Buy
6,999
+194
+3% +$13.2K 0.1% 68
2024
Q2 		$410K Buy
6,805
+527
+8% +$31.9K 0.07% 68
2024
Q1 		$396K Buy
6,278
+2,595
+70% +$150K 0.07% 65
2023
Q4 		$214K Buy
+3,683
New +$194K 0.04% 75
2022
Q2 		– Sell
-4,977
Closed -$296K – 70
2022
Q1 		$296K Sell
4,977
-2,679
-35% -$158K 0.16% 61
2021
Q4 		$536K Buy
+7,656
New +$521K 0.1% 46

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Insight Wealth Partners's NDAQ Position: Q4 2025 in Review

Insight Wealth Partners sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 6,999 shares — an estimated $619K sold.

Insight Wealth Partners first reported a position in NDAQ in Q4 2021 and held it in 10 quarters. The position peaked at $626K in Q2 2025. 1,102 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Insight Wealth Partners reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Partners sold 6,999 Nasdaq shares in Q4 2025, an estimated $619K.
  • Insight Wealth Partners first reported a position in Nasdaq in Q4 2021 and held it in 10 quarters.
  • Insight Wealth Partners's Nasdaq position peaked at $626K in Q2 2025.
  • 1,102 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Insight Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.