JWCA
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J.W. Cole Advisors’s Nasdaq NDAQ Stock Holding History

J.W. Cole 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
Q1 		– Sell
-2,425
Closed -$204K – 1221
2025
Q4 		$204K Buy
+2,425
New +$218K ﹤0.01% 1298

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

J.W. Cole Advisors's NDAQ Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,425 shares — an estimated $204K sold.

J.W. Cole Advisors first reported a position in NDAQ in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,425 Nasdaq shares in Q1 2026, an estimated $204K.
  • J.W. Cole Advisors first reported a position in Nasdaq in Q4 2025 and held it in 1 quarter.
  • J.W. Cole Advisors's Nasdaq position peaked at $204K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.