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Planning Strategies’s Nasdaq NDAQ Stock Holding History

Planning Strategies’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 		$2.37K Buy
+30
New +$2.63K ﹤0.01% 553

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Strategies's NDAQ Position: Q2 2026 in Review

Planning Strategies opened a new position in Nasdaq (NDAQ) in Q2 2026: 30 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

1,016 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Planning Strategies held 30 shares of Nasdaq worth $2.37K as of Q2 2026.
  • Nasdaq was a new Planning Strategies position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #553 holding.
  • 1,016 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.