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Pacific Excel Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Pacific Excel 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 		$475K Buy
+6,025
New +$528K 0.18% 101

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Massachusetts Financial Services
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State Street
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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

Pacific Excel Wealth Advisors's NDAQ Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Nasdaq (NDAQ) in Q2 2026: 6,025 shares worth $475K. The stake represents 0.18% of the portfolio and ranks #101 among its holdings.

1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,025 shares of Nasdaq worth $475K as of Q2 2026.
  • Nasdaq was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Nasdaq made up 0.18% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.