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Orgel Wealth Management’s Nasdaq NDAQ Stock Holding History

Orgel 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 		– Sell
-2,505
Closed -$213K – 115
2026
Q1 		$213K Sell
2,505
-118
-4% -$10.6K ﹤0.01% 93
2025
Q4 		$255K Buy
2,623
+118
+5% +$10.6K 0.01% 87
2025
Q3 		$222K Hold
2,505
– – 0.01% 84
2025
Q2 		$224K Buy
+2,505
New +$200K 0.01% 82

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Orgel Wealth Management sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,505 shares — an estimated $213K sold.

Orgel Wealth Management first reported a position in NDAQ in Q2 2025 and held it in 4 quarters. The position peaked at $255K in Q4 2025. 203 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Orgel Wealth Management reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Orgel Wealth Management sold 2,505 Nasdaq shares in Q2 2026, an estimated $213K.
  • Orgel Wealth Management first reported a position in Nasdaq in Q2 2025 and held it in 4 quarters.
  • Orgel Wealth Management's Nasdaq position peaked at $255K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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