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SFMG Wealth Advisors’s Nasdaq NDAQ Stock Holding History

SFMG 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 		$276K Buy
3,505
+292
+9% +$25.6K 0.02% 265
2026
Q1 		$273K Sell
3,213
-53
-2% -$4.75K 0.02% 260
2025
Q4 		$317K Buy
3,266
+38
+1% +$3.42K 0.02% 232
2025
Q3 		$285K Buy
3,228
+17
+0.5% +$1.57K 0.02% 236
2025
Q2 		$287K Buy
3,211
+1
+0% +$80 0.02% 216
2025
Q1 		$244K Buy
3,210
+369
+13% +$29K 0.02% 231
2024
Q4 		$220K Hold
2,841
– – 0.02% 240
2024
Q3 		$207K Buy
+2,841
New +$194K 0.02% 248
2023
Q3 		– Sell
-4,254
Closed -$212K – 271
2023
Q2 		$212K Sell
4,254
-225
-5% -$12.2K 0.02% 223
2023
Q1 		$245K Buy
4,479
+270
+6% +$15.6K 0.03% 208
2022
Q4 		$258K Hold
4,209
– – 0.03% 193
2022
Q3 		$242K Sell
4,209
-6
-0.1% -$353 0.03% 195
2022
Q2 		$214K Buy
+4,215
New +$223K 0.02% 225
2022
Q1 		– Sell
-4,605
Closed -$322K – 318
2021
Q4 		$322K Sell
4,605
-1,140
-20% -$77.7K 0.03% 192
2021
Q3 		$370K Hold
5,745
– – 0.04% 173
2021
Q2 		$337K Hold
5,745
– – 0.04% 185
2021
Q1 		$282K Buy
5,745
+150
+3% +$7.12K 0.03% 190
2020
Q4 		$248K Buy
+5,595
New +$237K 0.03% 188

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

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

SFMG Wealth Advisors increased its Nasdaq (NDAQ) stake by 9.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,505 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #265.

SFMG Wealth Advisors first reported a position in NDAQ in Q4 2020 and has held it in 18 quarters since. The position peaked at $370K in Q3 2021. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • SFMG Wealth Advisors held 3,505 shares of Nasdaq worth $276K as of Q2 2026.
  • SFMG Wealth Advisors bought 292 Nasdaq shares in Q2 2026, an estimated $25.6K.
  • Nasdaq made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • SFMG Wealth Advisors first reported a position in Nasdaq in Q4 2020 and has held it in 18 quarters since.
  • SFMG Wealth Advisors's Nasdaq position peaked at $370K in Q3 2021.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.