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LWM Advisory Services’s Nasdaq NDAQ Stock Holding History

LWM 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
Q2 		$372K Hold
4,720
– – 0.66% 50
2026
Q1 		$401K Buy
4,720
+44
+0.9% +$3.94K 0.43% 54
2025
Q4 		$454K Hold
4,676
– – 0.27% 53
2025
Q3 		$414K Hold
4,676
– – 0.24% 68
2025
Q2 		$418K Buy
+4,676
New +$373K 0.29% 67

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

LWM Advisory Services's NDAQ Position: Q2 2026 in Review

LWM Advisory Services held its Nasdaq (NDAQ) position steady in Q2 2026 at 4,720 shares worth $372K. The position accounts for 0.66% of the portfolio, ranked #50.

LWM Advisory Services first reported a position in NDAQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $454K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • LWM Advisory Services held 4,720 shares of Nasdaq worth $372K as of Q2 2026.
  • LWM Advisory Services left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.66% of LWM Advisory Services's portfolio in Q2 2026, its #50 holding.
  • LWM Advisory Services first reported a position in Nasdaq in Q2 2025 and has held it in 5 quarters since.
  • LWM Advisory Services's Nasdaq position peaked at $454K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.