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Stephens Consulting’s Nasdaq NDAQ Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-16
Closed -$1.43K – 892
2025
Q2 		$1.43K Buy
+16
New +$1.28K ﹤0.01% 579
2025
Q1 		– Sell
-48
Closed -$3.71K – 1542
2024
Q4 		$3.71K Hold
48
– – ﹤0.01% 428
2024
Q3 		$3.5K Sell
48
-46
-49% -$3.14K ﹤0.01% 431
2024
Q2 		$5.67K Buy
+94
New +$5.69K ﹤0.01% 397

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Stephens Consulting's NDAQ Position: Q3 2025 in Review

Stephens Consulting sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 16 shares — an estimated $1.43K sold.

Stephens Consulting first reported a position in NDAQ in Q2 2024 and held it in 4 quarters. The position peaked at $5.67K in Q2 2024. 1,047 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • Stephens Consulting reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 16 Nasdaq shares in Q3 2025, an estimated $1.43K.
  • Stephens Consulting first reported a position in Nasdaq in Q2 2024 and held it in 4 quarters.
  • Stephens Consulting's Nasdaq position peaked at $5.67K in Q2 2024.
  • 1,047 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.