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Opal Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Opal Wealth Advisors’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 		– Sell
-442
Closed -$37.5K – 452
2026
Q1 		$37.5K Buy
+442
New +$39.6K 0.01% 462
2025
Q3 		– Sell
-344
Closed -$30.8K – 423
2025
Q2 		$30.8K Hold
344
– – 0.01% 469
2025
Q1 		$26.1K Buy
+344
New +$27.1K 0.01% 475
2024
Q3 		– Sell
-344
Closed -$20.7K – 836
2024
Q2 		$20.7K Buy
+344
New +$20.8K 0.01% 501

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

Opal Wealth Advisors's NDAQ Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 442 shares — an estimated $37.5K sold.

Opal Wealth Advisors first reported a position in NDAQ in Q2 2024 and held it in 4 quarters. The position peaked at $37.5K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 442 Nasdaq shares in Q2 2026, an estimated $37.5K.
  • Opal Wealth Advisors first reported a position in Nasdaq in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Nasdaq position peaked at $37.5K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.