PWM
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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pines Wealth Management's NDAQ Position: Q1 2026 in Review

Pines Wealth Management increased its Nasdaq (NDAQ) stake by 21% in Q1 2026, buying an estimated $58.4K and bringing the position to 3,745 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #170.

Pines Wealth Management first reported a position in NDAQ in Q2 2025 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Pines Wealth Management held 3,745 shares of Nasdaq worth $318K as of Q1 2026.
  • Pines Wealth Management bought 652 Nasdaq shares in Q1 2026, an estimated $58.4K.
  • Nasdaq made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Pines Wealth Management first reported a position in Nasdaq in Q2 2025 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.