RWM
NDAQ icon

Ritholtz Wealth Management’s Nasdaq NDAQ Stock Holding History

Ritholtz Wealth Management’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 		$217K Sell
2,747
-1,586
-37% -$139K ﹤0.01% 1209
2026
Q1 		$368K Sell
4,333
-95
-2% -$8.51K 0.01% 903
2025
Q4 		$430K Buy
4,428
+1,528
+53% +$137K 0.01% 766
2025
Q3 		$257K Buy
+2,900
New +$269K 0.01% 901
2022
Q4 		– Sell
-4,918
Closed -$279K – 688
2022
Q3 		$279K Buy
+4,918
New +$289K 0.01% 561

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

Ritholtz Wealth Management's NDAQ Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Nasdaq (NDAQ) stake by 37% in Q2 2026, selling an estimated $139K and leaving 2,747 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Ritholtz Wealth Management first reported a position in NDAQ in Q3 2022 and has held it in 5 quarters since. The position peaked at $430K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Ritholtz Wealth Management held 2,747 shares of Nasdaq worth $217K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,586 Nasdaq shares in Q2 2026, an estimated $139K.
  • Nasdaq made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1209 holding.
  • Ritholtz Wealth Management first reported a position in Nasdaq in Q3 2022 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Nasdaq position peaked at $430K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.