Premier Path Wealth Partners
NDAQ icon

Premier Path Wealth Partners’s Nasdaq NDAQ Stock Holding History

Premier Path Wealth Partners’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
Q3 		$460K Sell
5,002
-1,239
-20% -$116K 0.05% 276
2026
Q2 		$492K Sell
6,241
-485
-7% -$42.5K 0.06% 268
2026
Q1 		$571K Buy
6,726
+3,546
+112% +$318K 0.07% 244
2025
Q4 		$309K Buy
3,180
+507
+19% +$45.6K 0.04% 320
2025
Q3 		$236K Buy
+2,673
New +$248K 0.03% 365

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Premier Path Wealth Partners's NDAQ Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Nasdaq (NDAQ) stake by 20% in Q3 2026, selling an estimated $116K and leaving 5,002 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #276.

Premier Path Wealth Partners first reported a position in NDAQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $571K in Q1 2026. 623 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Premier Path Wealth Partners held 5,002 shares of Nasdaq worth $460K as of Q3 2026.
  • Premier Path Wealth Partners sold 1,239 Nasdaq shares in Q3 2026, an estimated $116K.
  • Nasdaq made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #276 holding.
  • Premier Path Wealth Partners first reported a position in Nasdaq in Q3 2025 and has held it in 5 quarters since.
  • Premier Path Wealth Partners's Nasdaq position peaked at $571K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.