Pinnacle Wealth Planning Services’s Nasdaq NDAQ Stock Holding History

Pinnacle Wealth Planning Services’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	$206K	Buy	2,422 +35	+1%	+$3.14K	0.02%	470
2025 Q4	$232K	Buy	2,387 +9	+0.4%	+$809	0.02%	420
2025 Q3	$210K	Buy	2,378 +5	+0.2%	+$463	0.02%	438
2025 Q2	$212K	Buy	+2,373	New	+$189K	0.03%	408
2023 Q1	–	Sell	-3,666	Closed	-$225K	–	499
2022 Q4	$225K	Buy	+3,666	New	+$228K	0.04%	334
2021 Q1	–	Sell	-2,040	Closed	-$90K	–	1368
2020 Q4	$90K	Buy	+2,040	New	+$86.4K	0.02%	519

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's NDAQ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nasdaq (NDAQ) stake by 1.5% in Q1 2026, buying an estimated $3.14K and bringing the position to 2,422 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #470.

Pinnacle Wealth Planning Services first reported a position in NDAQ in Q4 2020 and has held it in 6 quarters since. The position peaked at $232K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Pinnacle Wealth Planning Services held 2,422 shares of Nasdaq worth $206K as of Q1 2026.
Pinnacle Wealth Planning Services bought 35 Nasdaq shares in Q1 2026, an estimated $3.14K.
Nasdaq made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #470 holding.
Pinnacle Wealth Planning Services first reported a position in Nasdaq in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Nasdaq position peaked at $232K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.