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Kingswood Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-2,584
Closed -$251K – 958
2025
Q4 		$251K Buy
2,584
+39
+2% +$3.51K 0.01% 743
2025
Q3 		$225K Sell
2,545
-21
-0.8% -$1.95K 0.01% 729
2025
Q2 		$229K Buy
+2,566
New +$205K 0.02% 658
2025
Q1 		– Sell
-3,024
Closed -$234K – 792
2024
Q4 		$234K Buy
+3,024
New +$234K 0.02% 692

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Kingswood Wealth Advisors's NDAQ Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,584 shares — an estimated $251K sold.

Kingswood Wealth Advisors first reported a position in NDAQ in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,584 Nasdaq shares in Q1 2026, an estimated $251K.
  • Kingswood Wealth Advisors first reported a position in Nasdaq in Q4 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Nasdaq position peaked at $251K in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.