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Keebeck Wealth Management’s Nasdaq NDAQ Stock Holding History

Keebeck 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 		$2.66M Sell
31,344
-10,459
-25% -$937K 0.3% 88
2025
Q4 		$4.06M Sell
41,803
-1,552
-4% -$140K 0.47% 56
2025
Q3 		$3.83M Buy
43,355
+877
+2% +$81.2K 0.45% 61
2025
Q2 		$3.8M Buy
42,478
+10,860
+34% +$867K 0.5% 56
2025
Q1 		$2.4M Buy
+31,618
New +$2.49M 0.35% 81

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

Keebeck Wealth Management's NDAQ Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Nasdaq (NDAQ) stake by 25% in Q1 2026, selling an estimated $937K and leaving 31,344 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #88.

Keebeck Wealth Management first reported a position in NDAQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.06M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Keebeck Wealth Management held 31,344 shares of Nasdaq worth $2.66M as of Q1 2026.
  • Keebeck Wealth Management sold 10,459 Nasdaq shares in Q1 2026, an estimated $937K.
  • Nasdaq made up 0.3% of Keebeck Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Keebeck Wealth Management first reported a position in Nasdaq in Q1 2025 and has held it in 5 quarters since.
  • Keebeck Wealth Management's Nasdaq position peaked at $4.06M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.