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MorganRosel Wealth Management’s Nasdaq NDAQ Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-100
Closed -$8.9K – 260
2025
Q2 		$8.9K Buy
100
+1
+1% +$80 ﹤0.01% 263
2025
Q1 		$7.51K Buy
+99
New +$7.79K ﹤0.01% 259

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MorganRosel Wealth Management's NDAQ Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 100 shares — an estimated $8.9K sold.

MorganRosel Wealth Management first reported a position in NDAQ in Q1 2025 and held it in 2 quarters. The position peaked at $8.9K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 100 Nasdaq shares in Q3 2025, an estimated $8.9K.
  • MorganRosel Wealth Management first reported a position in Nasdaq in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Nasdaq position peaked at $8.9K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.