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 Q2	$192K	Buy	2,432 +10	+0.4%	+$877	0.02%	541
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 $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's NDAQ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Nasdaq (NDAQ) stake by 0.41% in Q2 2026, buying an estimated $877 and bringing the position to 2,432 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #541.

Pinnacle Wealth Planning Services first reported a position in NDAQ in Q4 2020 and has held it in 7 quarters since. The position peaked at $232K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Pinnacle Wealth Planning Services held 2,432 shares of Nasdaq worth $192K as of Q2 2026.
Pinnacle Wealth Planning Services bought 10 Nasdaq shares in Q2 2026, an estimated $877.
Nasdaq made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #541 holding.
Pinnacle Wealth Planning Services first reported a position in Nasdaq in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Nasdaq position peaked at $232K in Q4 2025.
1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.