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RWA Wealth Partners’s Nasdaq NDAQ Stock Holding History

RWA 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
Q1 		$2.05M Sell
24,192
-383
-2% -$34.3K 0.02% 255
2025
Q4 		$2.39M Sell
24,575
-377
-2% -$33.9K 0.03% 240
2025
Q3 		$2.21M Buy
24,952
+2,226
+10% +$206K 0.03% 245
2025
Q2 		$2.03M Buy
22,726
+67
+0.3% +$5.35K 0.03% 246
2025
Q1 		$1.72M Sell
22,659
-107
-0.5% -$8.42K 0.02% 259
2024
Q4 		$1.76M Buy
22,766
+613
+3% +$47.4K 0.02% 264
2024
Q3 		$1.62M Sell
22,153
-89
-0.4% -$6.08K 0.02% 264
2024
Q2 		$1.34M Sell
22,242
-115
-0.5% -$6.97K 0.02% 275
2024
Q1 		$1.41M Buy
22,357
+2,108
+10% +$122K 0.02% 268
2023
Q4 		$1.18M Buy
+20,249
New +$1.07M 0.02% 271
2018
Q3 		– Sell
-348
Closed -$11K – 540
2018
Q2 		$11K Buy
+348
New +$10.5K ﹤0.01% 606

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

RWA Wealth Partners's NDAQ Position: Q1 2026 in Review

RWA Wealth Partners reduced its Nasdaq (NDAQ) stake by 1.6% in Q1 2026, selling an estimated $34.3K and leaving 24,192 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #255.

RWA Wealth Partners first reported a position in NDAQ in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • RWA Wealth Partners held 24,192 shares of Nasdaq worth $2.05M as of Q1 2026.
  • RWA Wealth Partners sold 383 Nasdaq shares in Q1 2026, an estimated $34.3K.
  • Nasdaq made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #255 holding.
  • RWA Wealth Partners first reported a position in Nasdaq in Q2 2018 and has held it in 11 quarters since.
  • RWA Wealth Partners's Nasdaq position peaked at $2.39M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.