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Kingsview Wealth Management’s Nasdaq NDAQ Stock Holding History

Kingsview 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 		$233K Buy
2,747
+176
+7% +$15.8K ﹤0.01% 1193
2025
Q4 		$250K Sell
2,571
-168
-6% -$15.1K ﹤0.01% 1082
2025
Q3 		$242K Buy
2,739
+67
+3% +$6.21K ﹤0.01% 1060
2025
Q2 		$239K Buy
+2,672
New +$213K ﹤0.01% 1035
2025
Q1 		– Sell
-2,995
Closed -$232K – 1158
2024
Q4 		$232K Sell
2,995
-1,471
-33% -$114K ﹤0.01% 1003
2024
Q3 		$326K Buy
4,466
+372
+9% +$25.4K 0.01% 860
2024
Q2 		$247K Sell
4,094
-31,826
-89% -$1.93M 0.01% 915
2024
Q1 		$2.27M Buy
35,920
+2,397
+7% +$139K 0.06% 314
2023
Q4 		$1.95M Buy
+33,523
New +$1.77M 0.06% 288
2022
Q1 		– Sell
-7,773
Closed -$544K – 963
2021
Q4 		$544K Sell
7,773
-315
-4% -$21.5K 0.02% 549
2021
Q3 		$520K Hold
8,088
– – 0.02% 535
2021
Q2 		$475K Buy
8,088
+75
+0.9% +$4.13K 0.02% 565
2021
Q1 		$403K Buy
8,013
+627
+8% +$29.8K 0.02% 564
2020
Q4 		$327K Buy
7,386
+1,665
+29% +$70.5K 0.02% 534
2020
Q3 		$234K Sell
5,721
-360
-6% -$15.4K 0.02% 533
2020
Q2 		$242K Buy
+6,081
New +$226K 0.02% 485

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

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

Kingsview Wealth Management increased its Nasdaq (NDAQ) stake by 6.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 2,747 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Kingsview Wealth Management first reported a position in NDAQ in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.27M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Kingsview Wealth Management held 2,747 shares of Nasdaq worth $233K as of Q1 2026.
  • Kingsview Wealth Management bought 176 Nasdaq shares in Q1 2026, an estimated $15.8K.
  • Nasdaq made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1193 holding.
  • Kingsview Wealth Management first reported a position in Nasdaq in Q2 2020 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Nasdaq position peaked at $2.27M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.