Quotient Wealth Partners
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Quotient Wealth Partners’s Nasdaq NDAQ Stock Holding History

Quotient 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
Q3 		$294K Sell
3,191
-417
-12% -$39K 0.01% 331
2026
Q2 		$284K Sell
3,608
-523
-13% -$45.9K 0.01% 319
2026
Q1 		$351K Sell
4,131
-569
-12% -$51K 0.01% 258
2025
Q4 		$456K Sell
4,700
-445
-9% -$40K 0.01% 209
2025
Q3 		$455K Buy
5,145
+42
+0.8% +$3.89K 0.01% 208
2025
Q2 		$456K Buy
5,103
+425
+9% +$33.9K 0.01% 201
2025
Q1 		$355K Sell
4,678
-1,011
-18% -$79.6K 0.01% 228
2024
Q4 		$440K Sell
5,689
-246
-4% -$19K 0.01% 192
2024
Q3 		$433K Buy
5,935
+298
+5% +$20.3K 0.01% 191
2024
Q2 		$340K Sell
5,637
-6,113
-52% -$370K 0.01% 228
2024
Q1 		$741K Sell
11,750
-5,913
-33% -$342K 0.03% 136
2023
Q4 		$1.03M Buy
+17,663
New +$931K 0.04% 115

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Quotient Wealth Partners's NDAQ Position: Q3 2026 in Review

Quotient Wealth Partners reduced its Nasdaq (NDAQ) stake by 12% in Q3 2026, selling an estimated $39K and leaving 3,191 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #331.

Quotient Wealth Partners first reported a position in NDAQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2023. 947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Quotient Wealth Partners held 3,191 shares of Nasdaq worth $294K as of Q3 2026.
  • Quotient Wealth Partners sold 417 Nasdaq shares in Q3 2026, an estimated $39K.
  • Nasdaq made up 0.01% of Quotient Wealth Partners's portfolio in Q3 2026, its #331 holding.
  • Quotient Wealth Partners first reported a position in Nasdaq in Q4 2023 and has held it in 12 quarters since.
  • Quotient Wealth Partners's Nasdaq position peaked at $1.03M in Q4 2023.
  • 947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.