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Larson Financial Group’s Nasdaq NDAQ Stock Holding History

Larson Financial Group’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 		$141K Buy
1,664
+175
+12% +$15.7K ﹤0.01% 839
2025
Q4 		$145K Sell
1,489
-142
-9% -$12.8K ﹤0.01% 797
2025
Q3 		$144K Buy
1,631
+96
+6% +$8.89K 0.01% 778
2025
Q2 		$137K Buy
1,535
+546
+55% +$43.6K 0.01% 751
2025
Q1 		$75.1K Buy
989
+377
+62% +$29.7K ﹤0.01% 875
2024
Q4 		$47.3K Buy
612
+242
+65% +$18.7K ﹤0.01% 922
2024
Q3 		$27K Buy
370
+48
+15% +$3.28K ﹤0.01% 1098
2024
Q2 		$19.4K Sell
322
-33
-9% -$2K ﹤0.01% 1063
2024
Q1 		$22.4K Buy
355
+314
+766% +$18.2K ﹤0.01% 865
2023
Q4 		$2.38K Buy
+41
New +$2.16K ﹤0.01% 1339
2020
Q1 		– Sell
-300
Closed -$11K – 616
2019
Q4 		$11K Hold
300
– – 0.01% 289
2019
Q3 		$10K Hold
300
– – 0.01% 308
2019
Q2 		$10K Hold
300
– – 0.01% 251
2019
Q1 		$9K Sell
300
-351
-54% -$10K 0.01% 246
2018
Q4 		$18K Buy
+651
New +$18.6K 0.02% 171

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

Larson Financial Group's NDAQ Position: Q1 2026 in Review

Larson Financial Group increased its Nasdaq (NDAQ) stake by 12% in Q1 2026, buying an estimated $15.7K and bringing the position to 1,664 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Larson Financial Group first reported a position in NDAQ in Q4 2018 and has held it in 15 quarters since. The position peaked at $145K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Larson Financial Group held 1,664 shares of Nasdaq worth $141K as of Q1 2026.
  • Larson Financial Group bought 175 Nasdaq shares in Q1 2026, an estimated $15.7K.
  • Nasdaq made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #839 holding.
  • Larson Financial Group first reported a position in Nasdaq in Q4 2018 and has held it in 15 quarters since.
  • Larson Financial Group's Nasdaq position peaked at $145K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.