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Principia Wealth Advisory’s Nasdaq NDAQ Stock Holding History

Principia Wealth Advisory’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 		$3.71K Buy
47
+6
+15% +$526 ﹤0.01% 427
2026
Q1 		$3.48K Buy
41
+8
+24% +$717 ﹤0.01% 375
2025
Q4 		$3.21K Buy
33
+1
+3% +$90 ﹤0.01% 348
2025
Q3 		$2.83K Buy
32
+3
+10% +$278 ﹤0.01% 373
2025
Q2 		$2.59K Buy
29
+15
+107% +$1.2K ﹤0.01% 333
2025
Q1 		$1.01K Buy
14
+6
+75% +$472 ﹤0.01% 396
2024
Q4 		$618 Buy
+8
New +$619 ﹤0.01% 489

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Principia Wealth Advisory's NDAQ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Nasdaq (NDAQ) stake by 15% in Q2 2026, buying an estimated $526 and bringing the position to 47 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Principia Wealth Advisory first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Principia Wealth Advisory held 47 shares of Nasdaq worth $3.71K as of Q2 2026.
  • Principia Wealth Advisory bought 6 Nasdaq shares in Q2 2026, an estimated $526.
  • Nasdaq made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #427 holding.
  • Principia Wealth Advisory first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.