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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
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

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

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

Quotient Wealth Partners reduced its Nasdaq (NDAQ) stake by 13% in Q2 2026, selling an estimated $45.9K and leaving 3,608 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #319.

Quotient Wealth Partners first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2023. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Quotient Wealth Partners held 3,608 shares of Nasdaq worth $284K as of Q2 2026.
  • Quotient Wealth Partners sold 523 Nasdaq shares in Q2 2026, an estimated $45.9K.
  • Nasdaq made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • Quotient Wealth Partners first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Nasdaq position peaked at $1.03M in Q4 2023.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.