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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
Q2 		$261K Buy
3,314
+57
+2% +$5K 0.02% 466
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 $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

PDS Planning's NDAQ Position: Q2 2026 in Review

PDS Planning increased its Nasdaq (NDAQ) stake by 1.8% in Q2 2026, buying an estimated $5K and bringing the position to 3,314 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #466.

PDS Planning first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • PDS Planning held 3,314 shares of Nasdaq worth $261K as of Q2 2026.
  • PDS Planning bought 57 Nasdaq shares in Q2 2026, an estimated $5K.
  • Nasdaq made up 0.02% of PDS Planning's portfolio in Q2 2026, its #466 holding.
  • PDS Planning first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Nasdaq position peaked at $276K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.