Optimize Financial’s Nasdaq NDAQ Stock Holding History

Optimize Financial’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 Q1	–	Sell	-4,890	Closed	-$475K	–	406
2025 Q4	$475K	Buy	4,890 +68	+1%	+$6.12K	0.24%	154
2025 Q3	$427K	Buy	+4,822	New	+$447K	0.22%	185

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimize Financial's NDAQ Position: Q1 2026 in Review

Optimize Financial sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 4,890 shares — an estimated $475K sold.

Optimize Financial first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $475K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Optimize Financial reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 4,890 Nasdaq shares in Q1 2026, an estimated $475K.
Optimize Financial first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
Optimize Financial's Nasdaq position peaked at $475K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.