Keebeck Wealth Management
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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
Q3 		$2.66M Sell
28,925
-827
-3% -$77.3K 0.26% 97
2026
Q2 		$2.35M Sell
29,752
-1,592
-5% -$140K 0.23% 104
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Keebeck Wealth Management's NDAQ Position: Q3 2026 in Review

Keebeck Wealth Management reduced its Nasdaq (NDAQ) stake by 2.8% in Q3 2026, selling an estimated $77.3K and leaving 28,925 shares worth $2.66M. The position accounts for 0.26% of the portfolio, ranked #97.

Keebeck Wealth Management first reported a position in NDAQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.06M in Q4 2025. 843 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Keebeck Wealth Management held 28,925 shares of Nasdaq worth $2.66M as of Q3 2026.
  • Keebeck Wealth Management sold 827 Nasdaq shares in Q3 2026, an estimated $77.3K.
  • Nasdaq made up 0.26% of Keebeck Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Keebeck Wealth Management first reported a position in Nasdaq in Q1 2025 and has held it in 7 quarters since.
  • Keebeck Wealth Management's Nasdaq position peaked at $4.06M in Q4 2025.
  • 843 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.