MWM
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Mission Wealth Management’s Nasdaq NDAQ Stock Holding History

Mission Wealth Management’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 		$1.17M Sell
13,826
-1,124
-8% -$101K 0.02% 303
2025
Q4 		$1.45M Sell
14,950
-298
-2% -$26.8K 0.03% 266
2025
Q3 		$1.35M Sell
15,248
-509
-3% -$47.1K 0.03% 276
2025
Q2 		$1.41M Sell
15,757
-21
-0.1% -$1.68K 0.03% 261
2025
Q1 		$1.2M Buy
15,778
+550
+4% +$43.3K 0.03% 264
2024
Q4 		$1.18M Sell
15,228
-4,270
-22% -$330K 0.03% 251
2024
Q3 		$1.42M Buy
19,498
+127
+0.7% +$8.67K 0.03% 225
2024
Q2 		$1.17M Buy
19,371
+437
+2% +$26.5K 0.03% 239
2024
Q1 		$1.19M Sell
18,934
-1,176
-6% -$68K 0.03% 256
2023
Q4 		$1.17M Buy
20,110
+2,112
+12% +$111K 0.04% 214
2023
Q3 		$875K Buy
17,998
+1,358
+8% +$68.8K 0.03% 241
2023
Q2 		$830K Buy
+16,640
New +$901K 0.03% 256
2023
Q1 		– Sell
-3,565
Closed -$219K – 552
2022
Q4 		$219K Buy
3,565
+20
+0.6% +$1.25K 0.01% 471
2022
Q3 		$201K Buy
+3,545
New +$209K 0.01% 467
2022
Q1 		– Sell
-2,955
Closed -$207K – 559
2021
Q4 		$207K Buy
+2,955
New +$201K 0.01% 513

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

Mission Wealth Management's NDAQ Position: Q1 2026 in Review

Mission Wealth Management reduced its Nasdaq (NDAQ) stake by 7.5% in Q1 2026, selling an estimated $101K and leaving 13,826 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #303.

Mission Wealth Management first reported a position in NDAQ in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.45M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Mission Wealth Management held 13,826 shares of Nasdaq worth $1.17M as of Q1 2026.
  • Mission Wealth Management sold 1,124 Nasdaq shares in Q1 2026, an estimated $101K.
  • Nasdaq made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Mission Wealth Management first reported a position in Nasdaq in Q4 2021 and has held it in 15 quarters since.
  • Mission Wealth Management's Nasdaq position peaked at $1.45M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.