Pines Wealth Management
NDAQ icon

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
Q3 		$278K Sell
3,023
-826
-21% -$77.2K 0.08% 190
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pines Wealth Management's NDAQ Position: Q3 2026 in Review

Pines Wealth Management reduced its Nasdaq (NDAQ) stake by 21% in Q3 2026, selling an estimated $77.2K and leaving 3,023 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #190.

Pines Wealth Management first reported a position in NDAQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $318K in Q1 2026. 263 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Pines Wealth Management held 3,023 shares of Nasdaq worth $278K as of Q3 2026.
  • Pines Wealth Management sold 826 Nasdaq shares in Q3 2026, an estimated $77.2K.
  • Nasdaq made up 0.08% of Pines Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Pines Wealth Management first reported a position in Nasdaq in Q2 2025 and has held it in 5 quarters since.
  • Pines Wealth Management's Nasdaq position peaked at $318K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.