KWM
NDAQ icon

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
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

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

Keebeck Wealth Management's NDAQ Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Nasdaq (NDAQ) stake by 5.1% in Q2 2026, selling an estimated $140K and leaving 29,752 shares worth $2.35M. The position accounts for 0.23% of the portfolio, ranked #104.

Keebeck Wealth Management first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.06M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Keebeck Wealth Management held 29,752 shares of Nasdaq worth $2.35M as of Q2 2026.
  • Keebeck Wealth Management sold 1,592 Nasdaq shares in Q2 2026, an estimated $140K.
  • Nasdaq made up 0.23% of Keebeck Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Keebeck Wealth Management first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Nasdaq position peaked at $4.06M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.