RWM
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RMG Wealth Management’s Nasdaq NDAQ Stock Holding History

RMG 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 		$6.31K Hold
66
– – ﹤0.01% 329
2026
Q1 		$5.84K Hold
66
– – ﹤0.01% 364
2025
Q4 		$6.53K Buy
+66
New +$5.93K ﹤0.01% 291

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

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

RMG Wealth Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 66 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

RMG Wealth Management first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.53K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • RMG Wealth Management held 66 shares of Nasdaq worth $6.31K as of Q2 2026.
  • RMG Wealth Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #329 holding.
  • RMG Wealth Management first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's Nasdaq position peaked at $6.53K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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