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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
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 $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

SFMG Wealth Advisors's NDAQ Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Nasdaq (NDAQ) stake by 1.6% in Q1 2026, selling an estimated $4.75K and leaving 3,213 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #260.

SFMG Wealth Advisors first reported a position in NDAQ in Q4 2020 and has held it in 17 quarters since. The position peaked at $370K in Q3 2021. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • SFMG Wealth Advisors held 3,213 shares of Nasdaq worth $273K as of Q1 2026.
  • SFMG Wealth Advisors sold 53 Nasdaq shares in Q1 2026, an estimated $4.75K.
  • Nasdaq made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #260 holding.
  • SFMG Wealth Advisors first reported a position in Nasdaq in Q4 2020 and has held it in 17 quarters since.
  • SFMG Wealth Advisors's Nasdaq position peaked at $370K in Q3 2021.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.