JTWM
NDAQ icon

Jackson Thornton Wealth Management’s Nasdaq NDAQ Stock Holding History

Jackson Thornton Wealth Management’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
-2,736
Closed -$275K – 323
2025
Q4 		$275K Buy
2,736
+268
+11% +$24.1K 0.03% 216
2025
Q3 		$222K Buy
+2,468
New +$229K 0.02% 251

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

Jackson Thornton Wealth Management's NDAQ Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,736 shares — an estimated $275K sold.

Jackson Thornton Wealth Management first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,736 Nasdaq shares in Q1 2026, an estimated $275K.
  • Jackson Thornton Wealth Management first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Nasdaq position peaked at $275K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.