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Legacy Financial Advisors’s Nasdaq NDAQ Stock Holding History

Legacy Financial 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
Q2 		$689K Sell
8,745
-271
-3% -$23.8K 0.08% 182
2026
Q1 		$765K Sell
9,016
-760
-8% -$68.1K 0.11% 167
2025
Q4 		$950K Buy
9,776
+603
+7% +$54.2K 0.13% 132
2025
Q3 		$811K Buy
9,173
+256
+3% +$23.7K 0.11% 169
2025
Q2 		$797K Buy
+8,917
New +$712K 0.12% 140
2019
Q2 		– Sell
-1,230
Closed -$36K – 622
2019
Q1 		$36K Buy
1,230
+48
+4% +$1.37K 0.01% 332
2018
Q4 		$32K Sell
1,182
-1,506
-56% -$42.9K 0.01% 320
2018
Q3 		$76K Buy
2,688
+45
+2% +$1.39K 0.03% 202
2018
Q2 		$82K Sell
2,643
-48
-2% -$1.44K 0.03% 194
2018
Q1 		$77K Sell
2,691
-6,141
-70% -$166K 0.03% 197
2017
Q4 		$226K Buy
+8,832
New +$223K 0.09% 104

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

Legacy Financial Advisors's NDAQ Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Nasdaq (NDAQ) stake by 3% in Q2 2026, selling an estimated $23.8K and leaving 8,745 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #182.

Legacy Financial Advisors first reported a position in NDAQ in Q4 2017 and has held it in 11 quarters since. The position peaked at $950K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Legacy Financial Advisors held 8,745 shares of Nasdaq worth $689K as of Q2 2026.
  • Legacy Financial Advisors sold 271 Nasdaq shares in Q2 2026, an estimated $23.8K.
  • Nasdaq made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Legacy Financial Advisors first reported a position in Nasdaq in Q4 2017 and has held it in 11 quarters since.
  • Legacy Financial Advisors's Nasdaq position peaked at $950K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.