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Retirement Planning Company of New England’s Nasdaq NDAQ Stock Holding History

Retirement Planning Company of New England’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 		$318K Sell
4,030
-6
-0.1% -$526 0.11% 190
2026
Q1 		$343K Sell
4,036
-14
-0.3% -$1.25K 0.14% 172
2025
Q4 		$393K Sell
4,050
-410
-9% -$36.9K 0.16% 154
2025
Q3 		$394K Buy
4,460
+10
+0.2% +$926 0.16% 163
2025
Q2 		$398K Buy
4,450
+11
+0.2% +$878 0.18% 152
2025
Q1 		$337K Sell
4,439
-1
-0% -$79 0.17% 153
2024
Q4 		$343K Sell
4,440
-54
-1% -$4.18K 0.17% 156
2024
Q3 		$328K Sell
4,494
-46
-1% -$3.14K 0.16% 160
2024
Q2 		$274K Sell
4,540
-710
-14% -$43K 0.15% 171
2024
Q1 		$331K Sell
5,250
-255
-5% -$14.8K 0.18% 154
2023
Q4 		$320K Buy
5,505
+503
+10% +$26.5K 0.14% 165
2023
Q3 		$243K Sell
5,002
-735
-13% -$37.2K 0.14% 162
2023
Q2 		$286K Buy
5,737
+490
+9% +$26.5K 0.16% 162
2023
Q1 		$287K Buy
5,247
+48
+0.9% +$2.77K 0.17% 163
2022
Q4 		$319K Sell
5,199
-88
-2% -$5.48K 0.21% 145
2022
Q3 		$299K Sell
5,287
-134
-2% -$7.88K 0.22% 145
2022
Q2 		$275K Buy
5,421
+219
+4% +$11.6K 0.19% 157
2022
Q1 		$309K Buy
5,202
+1,785
+52% +$106K 0.17% 163
2021
Q4 		$239K Buy
+3,417
New +$233K 0.12% 188

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N
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Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Planning Company of New England's NDAQ Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Nasdaq (NDAQ) stake by 0.15% in Q2 2026, selling an estimated $526 and leaving 4,030 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #190.

Retirement Planning Company of New England first reported a position in NDAQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $398K in Q2 2025. 684 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Retirement Planning Company of New England held 4,030 shares of Nasdaq worth $318K as of Q2 2026.
  • Retirement Planning Company of New England sold 6 Nasdaq shares in Q2 2026, an estimated $526.
  • Nasdaq made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #190 holding.
  • Retirement Planning Company of New England first reported a position in Nasdaq in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Nasdaq position peaked at $398K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.