KFP
NDAQ icon

Kerr Financial Planning’s Nasdaq NDAQ Stock Holding History

Kerr Financial Planning’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 		$18.7K Hold
238
– – 0.02% 290
2026
Q1 		$21.5K Buy
238
+2
+0.8% +$179 0.02% 270
2025
Q4 		$20.3K Sell
236
-20
-8% -$1.8K 0.03% 278
2025
Q3 		$22.2K Buy
+256
New +$23.7K 0.03% 257

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

Kerr Financial Planning's NDAQ Position: Q2 2026 in Review

Kerr Financial Planning held its Nasdaq (NDAQ) position steady in Q2 2026 at 238 shares worth $18.7K. The position accounts for 0.02% of the portfolio, ranked #290.

Kerr Financial Planning first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Kerr Financial Planning held 238 shares of Nasdaq worth $18.7K as of Q2 2026.
  • Kerr Financial Planning left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #290 holding.
  • Kerr Financial Planning first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Nasdaq position peaked at $22.2K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.