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Safe Harbor Fiduciary’s Nasdaq NDAQ Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-575
Closed -$55.9K – 137
2025
Q4 		$55.9K Buy
+575
New +$51.7K 0.05% 96
2025
Q2 		$52.1K Sell
583
-134
-19% -$10.7K 0.05% 111
2025
Q1 		$54.4K Hold
717
– – 0.06% 100
2024
Q4 		$55.4K Hold
717
– – 0.06% 101
2024
Q3 		$52.3K Buy
+717
New +$48.9K 0.05% 99

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

Safe Harbor Fiduciary's NDAQ Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 575 shares — an estimated $55.9K sold.

Safe Harbor Fiduciary first reported a position in NDAQ in Q3 2024 and held it in 5 quarters. The position peaked at $55.9K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 575 Nasdaq shares in Q1 2026, an estimated $55.9K.
  • Safe Harbor Fiduciary first reported a position in Nasdaq in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Nasdaq position peaked at $55.9K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.