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Krilogy Financial’s Nasdaq NDAQ Stock Holding History

Krilogy Financial’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 		$256K Sell
3,242
-1,069
-25% -$93.8K 0.01% 880
2026
Q1 		$383K Sell
4,311
-1,777
-29% -$159K 0.01% 663
2025
Q4 		$602K Buy
6,088
+286
+5% +$25.7K 0.02% 497
2025
Q3 		$496K Buy
+5,802
New +$537K 0.02% 528

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

Krilogy Financial's NDAQ Position: Q2 2026 in Review

Krilogy Financial reduced its Nasdaq (NDAQ) stake by 25% in Q2 2026, selling an estimated $93.8K and leaving 3,242 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #880.

Krilogy Financial first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $602K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Krilogy Financial held 3,242 shares of Nasdaq worth $256K as of Q2 2026.
  • Krilogy Financial sold 1,069 Nasdaq shares in Q2 2026, an estimated $93.8K.
  • Nasdaq made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #880 holding.
  • Krilogy Financial first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Nasdaq position peaked at $602K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.