SWA
NDAQ icon

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
Q2 		$567K Buy
7,190
+26
+0.4% +$2.28K 0.03% 379
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 $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

Stratos Wealth Advisors's NDAQ Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Nasdaq (NDAQ) stake by 0.36% in Q2 2026, buying an estimated $2.28K and bringing the position to 7,190 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #379.

Stratos Wealth Advisors first reported a position in NDAQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $704K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Stratos Wealth Advisors held 7,190 shares of Nasdaq worth $567K as of Q2 2026.
  • Stratos Wealth Advisors bought 26 Nasdaq shares in Q2 2026, an estimated $2.28K.
  • Nasdaq made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #379 holding.
  • Stratos Wealth Advisors first reported a position in Nasdaq in Q3 2023 and has held it in 12 quarters since.
  • Stratos Wealth Advisors's Nasdaq position peaked at $704K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.