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
Q2 		$238K Buy
+3,014
New +$264K ﹤0.01% 1413
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 $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

J.W. Cole Advisors's NDAQ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nasdaq (NDAQ) in Q2 2026: 3,014 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NDAQ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NDAQ in Q4 2025 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • J.W. Cole Advisors held 3,014 shares of Nasdaq worth $238K as of Q2 2026.
  • Nasdaq was a new J.W. Cole Advisors position in Q2 2026.
  • Nasdaq made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1413 holding.
  • J.W. Cole Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 2 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.