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SOA Wealth Advisors’s Nasdaq NDAQ Stock Holding History

SOA 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 		$17K Sell
200
-150
-43% -$13.4K ﹤0.01% 519
2025
Q4 		$34K Buy
+350
New +$31.5K 0.01% 428
2021
Q2 		– Sell
-3
Closed – – 934
2021
Q1 		$0 Buy
+3
New +$142 ﹤0.01% 886

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

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

SOA Wealth Advisors reduced its Nasdaq (NDAQ) stake by 43% in Q1 2026, selling an estimated $13.4K and leaving 200 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

SOA Wealth Advisors first reported a position in NDAQ in Q1 2021 and has held it in 3 quarters since. The position peaked at $34K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • SOA Wealth Advisors held 200 shares of Nasdaq worth $17K as of Q1 2026.
  • SOA Wealth Advisors sold 150 Nasdaq shares in Q1 2026, an estimated $13.4K.
  • Nasdaq made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #519 holding.
  • SOA Wealth Advisors first reported a position in Nasdaq in Q1 2021 and has held it in 3 quarters since.
  • SOA Wealth Advisors's Nasdaq position peaked at $34K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.