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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
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

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Premier Path Wealth Partners's NDAQ Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Nasdaq (NDAQ) stake by 7.2% in Q2 2026, selling an estimated $42.5K and leaving 6,241 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #268.

Premier Path Wealth Partners first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $571K in Q1 2026. 376 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Premier Path Wealth Partners held 6,241 shares of Nasdaq worth $492K as of Q2 2026.
  • Premier Path Wealth Partners sold 485 Nasdaq shares in Q2 2026, an estimated $42.5K.
  • Nasdaq made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Premier Path Wealth Partners first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Premier Path Wealth Partners's Nasdaq position peaked at $571K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.