Physician Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Physician 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	$35.9K	Buy	456 +116	+34%	+$10.2K	﹤0.01%	513
2026 Q1	$28.9K	Sell	340 -60	-15%	-$5.38K	﹤0.01%	528
2025 Q4	$38.9K	Sell	400 -6	-1%	-$540	0.01%	431
2025 Q3	$35.9K	Buy	406 +18	+5%	+$1.67K	0.01%	442
2025 Q2	$34.7K	Buy	388 +19	+5%	+$1.52K	0.01%	406
2025 Q1	$28K	Hold	369	–	–	﹤0.01%	433
2024 Q4	$28.5K	Buy	+369	New	+$28.5K	﹤0.01%	443

Other funds holding NDAQ

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Physician Wealth Advisors's NDAQ Position: Q2 2026 in Review

Physician Wealth Advisors increased its Nasdaq (NDAQ) stake by 34% in Q2 2026, buying an estimated $10.2K and bringing the position to 456 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Physician Wealth Advisors first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.9K in Q4 2025. 155 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Physician Wealth Advisors held 456 shares of Nasdaq worth $35.9K as of Q2 2026.
Physician Wealth Advisors bought 116 Nasdaq shares in Q2 2026, an estimated $10.2K.
Nasdaq made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #513 holding.
Physician Wealth Advisors first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Nasdaq position peaked at $38.9K in Q4 2025.
155 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.