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Navigoe Wealth Management’s Nasdaq NDAQ Stock Holding History

Navigoe 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 		$0 Buy
+7
New +$614 ﹤0.01% 905

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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

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

Navigoe Wealth Management opened a new position in Nasdaq (NDAQ) in Q2 2026: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings.

1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Navigoe Wealth Management held 7 shares of Nasdaq worth $0 as of Q2 2026.
  • Nasdaq was a new Navigoe Wealth Management position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #905 holding.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.