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Modern Wealth Management’s Nasdaq NDAQ Stock Holding History

Modern 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
Q2 		$714K Buy
9,063
+2,228
+33% +$195K 0.01% 614
2026
Q1 		$582K Buy
+6,835
New +$613K 0.01% 541

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

Modern Wealth Management's NDAQ Position: Q2 2026 in Review

Modern Wealth Management increased its Nasdaq (NDAQ) stake by 33% in Q2 2026, buying an estimated $195K and bringing the position to 9,063 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #614.

Modern Wealth Management first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Modern Wealth Management held 9,063 shares of Nasdaq worth $714K as of Q2 2026.
  • Modern Wealth Management bought 2,228 Nasdaq shares in Q2 2026, an estimated $195K.
  • Nasdaq made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Modern Wealth Management first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.