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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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's NDAQ Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Nasdaq (NDAQ) stake by 2.1% in Q1 2026, selling an estimated $8.51K and leaving 4,333 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #903.

Ritholtz Wealth Management first reported a position in NDAQ in Q3 2022 and has held it in 4 quarters since. The position peaked at $430K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Ritholtz Wealth Management held 4,333 shares of Nasdaq worth $368K as of Q1 2026.
  • Ritholtz Wealth Management sold 95 Nasdaq shares in Q1 2026, an estimated $8.51K.
  • Nasdaq made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #903 holding.
  • Ritholtz Wealth Management first reported a position in Nasdaq in Q3 2022 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Nasdaq position peaked at $430K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.