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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
Q2 		$216K Sell
2,743
-4
-0.1% -$351 ﹤0.01% 1326
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 $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

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

Kingsview Wealth Management reduced its Nasdaq (NDAQ) stake by 0.15% in Q2 2026, selling an estimated $351 and leaving 2,743 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Kingsview Wealth Management first reported a position in NDAQ in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.27M in Q1 2024. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Kingsview Wealth Management held 2,743 shares of Nasdaq worth $216K as of Q2 2026.
  • Kingsview Wealth Management sold 4 Nasdaq shares in Q2 2026, an estimated $351.
  • Nasdaq made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1326 holding.
  • Kingsview Wealth Management first reported a position in Nasdaq in Q2 2020 and has held it in 17 quarters since.
  • Kingsview Wealth Management's Nasdaq position peaked at $2.27M in Q1 2024.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.