JFS Wealth Advisors’s Nasdaq NDAQ Stock Holding History

JFS 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	$482K	Buy	6,117 +11	+0.2%	+$965	0.02%	231
2026 Q1	$518K	Sell	6,106 -94	-2%	-$8.42K	0.03%	221
2025 Q4	$602K	Buy	6,200 +166	+3%	+$14.9K	0.03%	210
2025 Q3	$534K	Hold	6,034	–	–	0.03%	225
2025 Q2	$540K	Sell	6,034 -18	-0.3%	-$1.44K	0.03%	203
2025 Q1	$459K	Buy	6,052 +12	+0.2%	+$944	0.03%	206
2024 Q4	$467K	Hold	6,040	–	–	0.03%	207
2024 Q3	$441K	Sell	6,040 -8	-0.1%	-$546	0.03%	207
2024 Q2	$364K	Sell	6,048 -3	-0%	-$182	0.03%	174
2024 Q1	$382K	Sell	6,051 -9	-0.1%	-$521	0.03%	175
2023 Q4	$352K	Sell	6,060 -21	-0.3%	-$1.11K	0.03%	167
2023 Q3	$295K	Buy	6,081 +27	+0.4%	+$1.37K	0.03%	181
2023 Q2	$302K	Buy	6,054 +40	+0.7%	+$2.17K	0.03%	179
2023 Q1	$329K	Sell	6,014 -87	-1%	-$5.03K	0.03%	168
2022 Q4	$374K	Hold	6,101	–	–	0.04%	166
2022 Q3	$346K	Buy	6,101 +104	+2%	+$6.12K	0.04%	170
2022 Q2	$305K	Sell	5,997 -63	-1%	-$3.33K	0.03%	174
2022 Q1	$360K	Buy	6,060 +63	+1%	+$3.73K	0.03%	179
2021 Q4	$420K	Buy	5,997 +54	+0.9%	+$3.68K	0.04%	170
2021 Q3	$382K	Hold	5,943	–	–	0.04%	167
2021 Q2	$348K	Hold	5,943	–	–	0.05%	133
2021 Q1	$292K	Hold	5,943	–	–	0.06%	128
2020 Q4	$263K	Buy	5,943 +153	+3%	+$6.48K	0.06%	129
2020 Q3	$237K	Hold	5,790	–	–	0.06%	125
2020 Q2	$231K	Hold	5,790	–	–	0.06%	127
2020 Q1	$183K	Hold	5,790	–	–	0.05%	128
2019 Q4	$207K	Hold	5,790	–	–	0.05%	138
2019 Q3	$192K	Hold	5,790	–	–	0.05%	144
2019 Q2	$186K	Hold	5,790	–	–	0.05%	144
2019 Q1	$169K	Hold	5,790	–	–	0.04%	143
2018 Q4	$157K	Hold	5,790	–	–	0.04%	151
2018 Q3	$166K	Hold	5,790	–	–	0.04%	153
2018 Q2	$176K	Hold	5,790	–	–	0.05%	144
2018 Q1	$166K	Hold	5,790	–	–	0.04%	151
2017 Q4	$148K	Hold	5,790	–	–	0.04%	167
2017 Q3	$150K	Hold	5,790	–	–	0.04%	157
2017 Q2	$138K	Hold	5,790	–	–	0.04%	155
2017 Q1	$130K	Hold	5,790	–	–	0.04%	157
2016 Q4	$130K	Hold	5,790	–	–	0.04%	157
2016 Q3	$130K	Hold	5,790	–	–	0.04%	164
2016 Q2	$125K	Hold	5,790	–	–	0.03%	194
2016 Q1	$128K	Hold	5,790	–	–	0.04%	158
2015 Q4	$112K	Hold	5,790	–	–	0.03%	170
2015 Q3	$103K	Sell	5,790 -123	-2%	-$2.11K	0.05%	148
2015 Q2	$96K	Sell	5,913 -24	-0.4%	-$403	0.05%	127
2015 Q1	$101K	Hold	5,937	–	–	0.05%	129
2014 Q4	$95K	Hold	5,937	–	–	0.02%	130
2014 Q3	$84K	Sell	5,937 -21	-0.4%	-$295	0.01%	138
2014 Q2	$77K	Buy	+5,958	New	+$72.8K	0.01%	143

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JFS Wealth Advisors increased its Nasdaq (NDAQ) stake by 0.18% in Q2 2026, buying an estimated $965 and bringing the position to 6,117 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #231.

JFS Wealth Advisors first reported a position in NDAQ in Q2 2014 and has held it in 49 quarters since. The position peaked at $602K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

JFS Wealth Advisors held 6,117 shares of Nasdaq worth $482K as of Q2 2026.
JFS Wealth Advisors bought 11 Nasdaq shares in Q2 2026, an estimated $965.
Nasdaq made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #231 holding.
JFS Wealth Advisors first reported a position in Nasdaq in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Nasdaq position peaked at $602K in Q4 2025.
1,076 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.