SW
NDAQ icon

Simplicity Wealth’s Nasdaq NDAQ Stock Holding History

Simplicity Wealth’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 		– Sell
-2,796
Closed -$237K – 1039
2026
Q1 		$237K Buy
2,796
+536
+24% +$48K 0.01% 675
2025
Q4 		$220K Sell
2,260
-1,359
-38% -$122K 0.01% 650
2025
Q3 		$320K Sell
3,619
-2,591
-42% -$240K 0.02% 546
2025
Q2 		$555K Buy
6,210
+3,179
+105% +$254K 0.02% 435
2025
Q1 		$230K Buy
+3,031
New +$239K 0.02% 483
2024
Q4 		– Sell
-3,586
Closed -$262K – 455
2024
Q3 		$262K Sell
3,586
-4,357
-55% -$297K 0.02% 410
2024
Q2 		$479K Buy
7,943
+3,434
+76% +$208K 0.01% 778
2024
Q1 		$285K Buy
+4,509
New +$261K 0.01% 936

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

Simplicity Wealth's NDAQ Position: Q2 2026 in Review

Simplicity Wealth sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,796 shares — an estimated $237K sold.

Simplicity Wealth first reported a position in NDAQ in Q1 2024 and held it in 8 quarters. The position peaked at $555K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Simplicity Wealth reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 2,796 Nasdaq shares in Q2 2026, an estimated $237K.
  • Simplicity Wealth first reported a position in Nasdaq in Q1 2024 and held it in 8 quarters.
  • Simplicity Wealth's Nasdaq position peaked at $555K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.