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Sunbelt Securities’s Nasdaq NDAQ Stock Holding History

Sunbelt Securities’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 		$534K Buy
6,288
+537
+9% +$48.1K 0.03% 385
2025
Q4 		$559K Sell
5,751
-67
-1% -$6.03K 0.04% 371
2025
Q3 		$515K Buy
5,818
+3,114
+115% +$288K 0.04% 380
2025
Q2 		$209K Buy
2,704
+175
+7% +$14K 0.02% 572
2025
Q1 		$192K Sell
2,529
-175
-6% -$13.8K 0.02% 573
2024
Q4 		$209K Sell
2,704
-94
-3% -$7.27K 0.02% 571
2024
Q3 		$204K Sell
2,798
-16
-0.6% -$1.09K 0.02% 583
2024
Q2 		$170K Buy
2,814
+1,112
+65% +$67.4K 0.02% 598
2024
Q1 		$107K Sell
1,702
-195
-10% -$11.3K 0.01% 700
2023
Q4 		$110K Buy
1,897
+567
+43% +$29.9K 0.01% 652
2023
Q3 		$64.6K Buy
+1,330
New +$67.4K 0.01% 751

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

Sunbelt Securities's NDAQ Position: Q1 2026 in Review

Sunbelt Securities increased its Nasdaq (NDAQ) stake by 9.3% in Q1 2026, buying an estimated $48.1K and bringing the position to 6,288 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #385.

Sunbelt Securities first reported a position in NDAQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $559K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Sunbelt Securities held 6,288 shares of Nasdaq worth $534K as of Q1 2026.
  • Sunbelt Securities bought 537 Nasdaq shares in Q1 2026, an estimated $48.1K.
  • Nasdaq made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #385 holding.
  • Sunbelt Securities first reported a position in Nasdaq in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Nasdaq position peaked at $559K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.