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Principle Wealth Partners’s Nasdaq NDAQ Stock Holding History

Principle 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 		$540K Sell
6,853
-238
-3% -$20.9K 0.03% 244
2026
Q1 		$602K Buy
+7,091
New +$635K 0.03% 219

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Wellington Management Group
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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

Principle Wealth Partners's NDAQ Position: Q2 2026 in Review

Principle Wealth Partners reduced its Nasdaq (NDAQ) stake by 3.4% in Q2 2026, selling an estimated $20.9K and leaving 6,853 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #244.

Principle Wealth Partners first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $602K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Principle Wealth Partners held 6,853 shares of Nasdaq worth $540K as of Q2 2026.
  • Principle Wealth Partners sold 238 Nasdaq shares in Q2 2026, an estimated $20.9K.
  • Nasdaq made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Principle Wealth Partners first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Principle Wealth Partners's Nasdaq position peaked at $602K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.