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SteelPeak Wealth’s Nasdaq NDAQ Stock Holding History

SteelPeak 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 		$258K Buy
3,278
+240
+8% +$21.1K 0.01% 563
2026
Q1 		$258K Buy
3,038
+26
+0.9% +$2.33K 0.01% 486
2025
Q4 		$293K Sell
3,012
-426
-12% -$38.3K 0.01% 440
2025
Q3 		$304K Sell
3,438
-8
-0.2% -$741 0.01% 459
2025
Q2 		$308K Sell
3,446
-324
-9% -$25.9K 0.01% 418
2025
Q1 		$286K Buy
3,770
+339
+10% +$26.7K 0.01% 423
2024
Q4 		$265K Sell
3,431
-88
-3% -$6.8K 0.01% 438
2024
Q3 		$257K Buy
+3,519
New +$240K 0.01% 413
2022
Q1 		– Sell
-6,375
Closed -$446K – 465
2021
Q4 		$446K Buy
6,375
+1,275
+25% +$86.8K 0.03% 277
2021
Q3 		$328K Buy
+5,100
New +$321K 0.02% 317

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

SteelPeak Wealth's NDAQ Position: Q2 2026 in Review

SteelPeak Wealth increased its Nasdaq (NDAQ) stake by 7.9% in Q2 2026, buying an estimated $21.1K and bringing the position to 3,278 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #563.

SteelPeak Wealth first reported a position in NDAQ in Q3 2021 and has held it in 10 quarters since. The position peaked at $446K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • SteelPeak Wealth held 3,278 shares of Nasdaq worth $258K as of Q2 2026.
  • SteelPeak Wealth bought 240 Nasdaq shares in Q2 2026, an estimated $21.1K.
  • Nasdaq made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #563 holding.
  • SteelPeak Wealth first reported a position in Nasdaq in Q3 2021 and has held it in 10 quarters since.
  • SteelPeak Wealth's Nasdaq position peaked at $446K in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.