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Nvest Wealth Strategies’s Nasdaq NDAQ Stock Holding History

Nvest Wealth Strategies’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 		$1.97K Buy
25
+8
+47% +$702 ﹤0.01% 191
2026
Q1 		$1.44K Buy
+17
New +$1.52K ﹤0.01% 196

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's NDAQ Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Nasdaq (NDAQ) stake by 47% in Q2 2026, buying an estimated $702 and bringing the position to 25 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Nvest Wealth Strategies first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Nvest Wealth Strategies held 25 shares of Nasdaq worth $1.97K as of Q2 2026.
  • Nvest Wealth Strategies bought 8 Nasdaq shares in Q2 2026, an estimated $702.
  • Nasdaq made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #191 holding.
  • Nvest Wealth Strategies first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.