TCA
NDAQ icon

Trifecta Capital Advisors’s Nasdaq NDAQ Stock Holding History

Trifecta Capital 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
2025
Q4 		– Sell
-66
Closed -$5.84K – 384
2025
Q3 		$5.84K Hold
66
– – ﹤0.01% 263
2025
Q2 		$5.9K Hold
66
– – ﹤0.01% 262
2025
Q1 		$5.01K Hold
66
– – ﹤0.01% 239
2024
Q4 		$5.1K Hold
66
– – ﹤0.01% 231
2024
Q3 		$4.82K Hold
66
– – ﹤0.01% 239
2024
Q2 		$3.98K Hold
66
– – ﹤0.01% 254
2024
Q1 		$4.17K Hold
66
– – ﹤0.01% 239
2023
Q4 		$3.84K Hold
66
– – ﹤0.01% 269
2023
Q3 		$3.21K Hold
66
– – ﹤0.01% 263
2023
Q2 		$3.29K Hold
66
– – ﹤0.01% 252
2023
Q1 		$3.61K Hold
66
– – ﹤0.01% 245
2022
Q4 		$4.05K Buy
+66
New +$4.11K ﹤0.01% 229

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trifecta Capital Advisors's NDAQ Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 66 shares — an estimated $5.84K sold.

Trifecta Capital Advisors first reported a position in NDAQ in Q4 2022 and held it in 12 quarters. The position peaked at $5.9K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 66 Nasdaq shares in Q4 2025, an estimated $5.84K.
  • Trifecta Capital Advisors first reported a position in Nasdaq in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Nasdaq position peaked at $5.9K in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.