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Pines Wealth Management’s Nasdaq NDAQ Stock Holding History

Pines Wealth Management’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 		$303K Buy
3,849
+104
+3% +$9.12K 0.09% 179
2026
Q1 		$318K Buy
3,745
+652
+21% +$58.4K 0.1% 170
2025
Q4 		$300K Buy
+3,093
New +$278K 0.1% 173
2025
Q3 		– Sell
-2,416
Closed -$218K – 235
2025
Q2 		$218K Buy
+2,416
New +$193K 0.08% 220

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

Pines Wealth Management's NDAQ Position: Q2 2026 in Review

Pines Wealth Management increased its Nasdaq (NDAQ) stake by 2.8% in Q2 2026, buying an estimated $9.12K and bringing the position to 3,849 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #179.

Pines Wealth Management first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $318K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Pines Wealth Management held 3,849 shares of Nasdaq worth $303K as of Q2 2026.
  • Pines Wealth Management bought 104 Nasdaq shares in Q2 2026, an estimated $9.12K.
  • Nasdaq made up 0.09% of Pines Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Pines Wealth Management first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • Pines Wealth Management's Nasdaq position peaked at $318K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.