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Larry Mathis Financial Planning’s Nasdaq NDAQ Stock Holding History

Larry Mathis 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 		– Sell
-2,628
Closed -$223K – 171
2026
Q1 		$223K Sell
2,628
-637
-20% -$57.1K 0.2% 137
2025
Q4 		$317K Buy
+3,265
New +$294K 0.28% 105

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

Larry Mathis Financial Planning's NDAQ Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,628 shares — an estimated $223K sold.

Larry Mathis Financial Planning first reported a position in NDAQ in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 2,628 Nasdaq shares in Q2 2026, an estimated $223K.
  • Larry Mathis Financial Planning first reported a position in Nasdaq in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Nasdaq position peaked at $317K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.