Private Wealth Management Group’s Nasdaq NDAQ Stock Holding History

Private Wealth Management Group’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	$11.6K	Hold	147	–	–	﹤0.01%	540
2026 Q1	$12.5K	Hold	147	–	–	﹤0.01%	464
2025 Q4	$14.3K	Hold	147	–	–	﹤0.01%	410
2025 Q3	$13K	Hold	147	–	–	﹤0.01%	442
2025 Q2	$13.1K	Sell	147 -1	-0.7%	-$80	﹤0.01%	411
2025 Q1	$11.2K	Buy	148 +1	+0.7%	+$79	﹤0.01%	431
2024 Q4	$11.4K	Hold	147	–	–	﹤0.01%	430
2024 Q3	$10.7K	Buy	147 +3	+2%	+$205	﹤0.01%	435
2024 Q2	$8.68K	Hold	144	–	–	﹤0.01%	487
2024 Q1	$9.09K	Hold	144	–	–	﹤0.01%	433
2023 Q4	$8.37K	Buy	+144	New	+$7.59K	﹤0.01%	449

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

Private Wealth Management Group's NDAQ Position: Q2 2026 in Review

Private Wealth Management Group held its Nasdaq (NDAQ) position steady in Q2 2026 at 147 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Private Wealth Management Group first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Private Wealth Management Group held 147 shares of Nasdaq worth $11.6K as of Q2 2026.
Private Wealth Management Group left its Nasdaq share count unchanged in Q2 2026.
Nasdaq made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #540 holding.
Private Wealth Management Group first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Nasdaq position peaked at $14.3K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.