Level Four Advisory Services’s Nasdaq NDAQ Stock Holding History

Level Four Advisory Services’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	$355K	Buy	4,176 +2	+0%	+$179	0.01%	669
2025 Q4	$405K	Sell	4,174 -248	-6%	-$22.3K	0.01%	615
2025 Q3	$391K	Sell	4,422 -101	-2%	-$9.36K	0.01%	619
2025 Q2	$404K	Sell	4,523 -172	-4%	-$13.7K	0.01%	571
2025 Q1	$356K	Sell	4,695 -15,055	-76%	-$1.18M	0.01%	577
2024 Q4	$1.53M	Sell	19,750 -131	-0.7%	-$10.1K	0.06%	277
2024 Q3	$1.47M	Buy	19,881 +799	+4%	+$54.5K	0.06%	278
2024 Q2	$1.15M	Buy	19,082 +14,823	+348%	+$898K	0.05%	305
2024 Q1	$248K	Hold	4,259	–	–	0.01%	666
2023 Q4	$248K	Sell	4,259 -282	-6%	-$14.9K	0.01%	664
2023 Q3	$221K	Sell	4,541 -219	-5%	-$11.1K	0.01%	661
2023 Q2	$237K	Buy	4,760 +575	+14%	+$31.1K	0.01%	686
2023 Q1	$229K	Buy	+4,185	New	+$242K	0.02%	654
2018 Q4	–	Sell	-7,578	Closed	-$217K	–	556
2018 Q3	$217K	Sell	7,578 -9	-0.1%	-$277	0.02%	540
2018 Q2	$230K	Buy	+7,587	New	+$228K	0.02%	548

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's NDAQ Position: Q1 2026 in Review

Level Four Advisory Services increased its Nasdaq (NDAQ) stake by 0.05% in Q1 2026, buying an estimated $179 and bringing the position to 4,176 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #669.

Level Four Advisory Services first reported a position in NDAQ in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Level Four Advisory Services held 4,176 shares of Nasdaq worth $355K as of Q1 2026.
Level Four Advisory Services bought 2 Nasdaq shares in Q1 2026, an estimated $179.
Nasdaq made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #669 holding.
Level Four Advisory Services first reported a position in Nasdaq in Q2 2018 and has held it in 15 quarters since.
Level Four Advisory Services's Nasdaq position peaked at $1.53M in Q4 2024.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.