PJC
NDAQ icon

Phillip James Consulting’s Nasdaq NDAQ Stock Holding History

Phillip James Consulting’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 		$7.41K Hold
94
– – 0.01% 167
2026
Q1 		$7K Buy
94
+13
+16% +$1.17K 0.01% 194
2025
Q4 		$8K Buy
+81
New +$7.28K 0.14% 59

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

Phillip James Consulting's NDAQ Position: Q2 2026 in Review

Phillip James Consulting held its Nasdaq (NDAQ) position steady in Q2 2026 at 94 shares worth $7.41K. The position accounts for 0.01% of the portfolio, ranked #167.

Phillip James Consulting first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Phillip James Consulting held 94 shares of Nasdaq worth $7.41K as of Q2 2026.
  • Phillip James Consulting left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.01% of Phillip James Consulting's portfolio in Q2 2026, its #167 holding.
  • Phillip James Consulting first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's Nasdaq position peaked at $8K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.