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PDS Planning’s Nasdaq NDAQ Stock Holding History

PDS Planning’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 		$276K Buy
3,257
+448
+16% +$40.1K 0.02% 415
2025
Q4 		$273K Sell
2,809
-21
-0.7% -$1.89K 0.02% 411
2025
Q3 		$250K Buy
2,830
+133
+5% +$12.3K 0.02% 428
2025
Q2 		$241K Sell
2,697
-104
-4% -$8.3K 0.02% 423
2025
Q1 		$212K Buy
+2,801
New +$220K 0.02% 418

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PDS Planning's NDAQ Position: Q1 2026 in Review

PDS Planning increased its Nasdaq (NDAQ) stake by 16% in Q1 2026, buying an estimated $40.1K and bringing the position to 3,257 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #415.

PDS Planning first reported a position in NDAQ in Q1 2025 and has held it in 5 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • PDS Planning held 3,257 shares of Nasdaq worth $276K as of Q1 2026.
  • PDS Planning bought 448 Nasdaq shares in Q1 2026, an estimated $40.1K.
  • Nasdaq made up 0.02% of PDS Planning's portfolio in Q1 2026, its #415 holding.
  • PDS Planning first reported a position in Nasdaq in Q1 2025 and has held it in 5 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.