Portus Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Portus Wealth Advisors’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	–	Sell	-15	Closed	-$1.27K	–	360
2026 Q1	$1.27K	Buy	+15	New	+$1.34K	﹤0.01%	356

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

Portus Wealth Advisors's NDAQ Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 15 shares — an estimated $1.27K sold.

Portus Wealth Advisors first reported a position in NDAQ in Q1 2026 and held it in 1 quarter. The position peaked at $1.27K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Portus Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 Nasdaq shares in Q2 2026, an estimated $1.27K.
Portus Wealth Advisors first reported a position in Nasdaq in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Nasdaq position peaked at $1.27K in Q1 2026.
1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.