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Stratos Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Stratos 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 		$608K Sell
7,164
-78
-1% -$6.99K 0.04% 354
2025
Q4 		$704K Buy
7,242
+503
+7% +$45.2K 0.03% 370
2025
Q3 		$596K Buy
6,739
+536
+9% +$49.6K 0.03% 418
2025
Q2 		$555K Buy
6,203
+11
+0.2% +$878 0.03% 432
2025
Q1 		$470K Buy
6,192
+11
+0.2% +$866 0.03% 447
2024
Q4 		$478K Buy
6,181
+245
+4% +$18.9K 0.02% 486
2024
Q3 		$433K Buy
5,936
+12
+0.2% +$819 0.02% 526
2024
Q2 		$357K Buy
5,924
+71
+1% +$4.3K 0.02% 544
2024
Q1 		$369K Buy
5,853
+12
+0.2% +$694 0.02% 519
2023
Q4 		$340K Buy
5,841
+14
+0.2% +$738 0.02% 533
2023
Q3 		$283K Buy
+5,827
New +$295K 0.02% 544

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

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

Stratos Wealth Advisors reduced its Nasdaq (NDAQ) stake by 1.1% in Q1 2026, selling an estimated $6.99K and leaving 7,164 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #354.

Stratos Wealth Advisors first reported a position in NDAQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $704K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Stratos Wealth Advisors held 7,164 shares of Nasdaq worth $608K as of Q1 2026.
  • Stratos Wealth Advisors sold 78 Nasdaq shares in Q1 2026, an estimated $6.99K.
  • Nasdaq made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #354 holding.
  • Stratos Wealth Advisors first reported a position in Nasdaq in Q3 2023 and has held it in 11 quarters since.
  • Stratos Wealth Advisors's Nasdaq position peaked at $704K in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.