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ORG Wealth Partners’s Nasdaq NDAQ Stock Holding History

ORG Wealth Partners’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 		$19.2K Sell
244
-2,079
-89% -$182K ﹤0.01% 446
2026
Q1 		$197K Buy
2,323
+577
+33% +$51.7K 0.04% 228
2025
Q4 		$170K Buy
1,746
+112
+7% +$10.1K 0.04% 224
2025
Q3 		$145K Buy
1,634
+522
+47% +$48.3K 0.03% 244
2025
Q2 		$98.9K Sell
1,112
-91
-8% -$7.26K 0.02% 245
2025
Q1 		$91.5K Buy
+1,203
New +$94.7K 0.03% 289

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

ORG Wealth Partners's NDAQ Position: Q2 2026 in Review

ORG Wealth Partners reduced its Nasdaq (NDAQ) stake by 89% in Q2 2026, selling an estimated $182K and leaving 244 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

ORG Wealth Partners first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $197K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • ORG Wealth Partners held 244 shares of Nasdaq worth $19.2K as of Q2 2026.
  • ORG Wealth Partners sold 2,079 Nasdaq shares in Q2 2026, an estimated $182K.
  • Nasdaq made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #446 holding.
  • ORG Wealth Partners first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Nasdaq position peaked at $197K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.