Private Wealth Partners’s Nasdaq NDAQ Stock Holding History

Private 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 Q1	–	Sell	-5,020	Closed	-$488K	–	174
2025 Q4	$488K	Sell	5,020 -3,000	-37%	-$270K	0.03%	127
2025 Q3	$709K	Buy	8,020 +750	+10%	+$69.5K	0.05%	111
2025 Q2	$650K	Hold	7,270	–	–	0.05%	116
2025 Q1	$552K	Sell	7,270 -500	-6%	-$39.3K	0.05%	116
2024 Q4	$601K	Buy	7,770 +1,300	+20%	+$101K	0.05%	120
2024 Q3	$472K	Buy	6,470 +1,270	+24%	+$86.7K	0.04%	127
2024 Q2	$313K	Buy	5,200 +1,600	+44%	+$96.9K	0.02%	138
2024 Q1	$227K	Buy	+3,600	New	+$208K	0.02%	150

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Partners's NDAQ Position: Q1 2026 in Review

Private Wealth Partners sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 5,020 shares — an estimated $488K sold.

Private Wealth Partners first reported a position in NDAQ in Q1 2024 and held it in 8 quarters. The position peaked at $709K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Private Wealth Partners reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
Private Wealth Partners sold 5,020 Nasdaq shares in Q1 2026, an estimated $488K.
Private Wealth Partners first reported a position in Nasdaq in Q1 2024 and held it in 8 quarters.
Private Wealth Partners's Nasdaq position peaked at $709K in Q3 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.