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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
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 $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

Simplicity Wealth's NDAQ Position: Q1 2026 in Review

Simplicity Wealth increased its Nasdaq (NDAQ) stake by 24% in Q1 2026, buying an estimated $48K and bringing the position to 2,796 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #675.

Simplicity Wealth first reported a position in NDAQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $555K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Simplicity Wealth held 2,796 shares of Nasdaq worth $237K as of Q1 2026.
  • Simplicity Wealth bought 536 Nasdaq shares in Q1 2026, an estimated $48K.
  • Nasdaq made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #675 holding.
  • Simplicity Wealth first reported a position in Nasdaq in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Nasdaq position peaked at $555K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.