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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
Q2 		$165K Buy
2,092
+428
+26% +$37.5K ﹤0.01% 933
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 $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

Larson Financial Group's NDAQ Position: Q2 2026 in Review

Larson Financial Group increased its Nasdaq (NDAQ) stake by 26% in Q2 2026, buying an estimated $37.5K and bringing the position to 2,092 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Larson Financial Group first reported a position in NDAQ in Q4 2018 and has held it in 16 quarters since. 1,085 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Larson Financial Group held 2,092 shares of Nasdaq worth $165K as of Q2 2026.
  • Larson Financial Group bought 428 Nasdaq shares in Q2 2026, an estimated $37.5K.
  • Nasdaq made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #933 holding.
  • Larson Financial Group first reported a position in Nasdaq in Q4 2018 and has held it in 16 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.