Sax Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Sax Wealth Advisors’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	$2.41M	Sell	28,372 -62	-0.2%	-$5.44K	0.1%	134
2026 Q1	$2.76M	Hold	28,434	–	–	0.13%	99
2025 Q4	$2.76M	Sell	28,434 -1,543	-5%	-$139K	0.13%	100
2025 Q3	$2.65M	Buy	29,977 +5	+0%	+$463	0.14%	92
2025 Q2	$2.68M	Sell	29,972 -110	-0.4%	-$8.78K	0.16%	83
2025 Q1	$2.28M	Buy	30,082 +144	+0.5%	+$11.3K	0.16%	81
2024 Q4	$2.31M	Sell	29,938 -1,234	-4%	-$95.4K	0.18%	67
2024 Q3	$2.28M	Buy	+31,172	New	+$2.13M	0.2%	57

Other funds holding NDAQ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Sax Wealth Advisors's NDAQ Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Nasdaq (NDAQ) stake by 0.22% in Q2 2026, selling an estimated $5.44K and leaving 28,372 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #134.

Sax Wealth Advisors first reported a position in NDAQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q1 2026. 179 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Sax Wealth Advisors held 28,372 shares of Nasdaq worth $2.41M as of Q2 2026.
Sax Wealth Advisors sold 62 Nasdaq shares in Q2 2026, an estimated $5.44K.
Nasdaq made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Sax Wealth Advisors first reported a position in Nasdaq in Q3 2024 and has held it in 8 quarters since.
Sax Wealth Advisors's Nasdaq position peaked at $2.76M in Q1 2026.
179 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.