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TritonPoint Wealth’s Nasdaq NDAQ Stock Holding History

TritonPoint Wealth’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 		$341K Sell
4,326
-301
-7% -$26.4K 0.03% 218
2026
Q1 		$393K Buy
4,627
+205
+5% +$18.4K 0.04% 194
2025
Q4 		$430K Sell
4,422
-8,655
-66% -$778K 0.04% 189
2025
Q3 		$1.16M Buy
13,077
+148
+1% +$13.7K 0.1% 143
2025
Q2 		$1.16M Buy
12,929
+669
+5% +$53.4K 0.11% 146
2025
Q1 		$930K Buy
12,260
+127
+1% +$9.99K 0.09% 162
2024
Q4 		$938K Buy
12,133
+6
+0% +$464 0.08% 153
2024
Q3 		$880K Buy
12,127
+606
+5% +$41.4K 0.08% 160
2024
Q2 		$694K Sell
11,521
-1,525
-12% -$92.4K 0.07% 169
2024
Q1 		$678K Buy
13,046
+1,216
+10% +$70.4K 0.07% 171
2023
Q4 		$688K Buy
+11,830
New +$624K 0.07% 179

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

TritonPoint Wealth's NDAQ Position: Q2 2026 in Review

TritonPoint Wealth reduced its Nasdaq (NDAQ) stake by 6.5% in Q2 2026, selling an estimated $26.4K and leaving 4,326 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #218.

TritonPoint Wealth first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • TritonPoint Wealth held 4,326 shares of Nasdaq worth $341K as of Q2 2026.
  • TritonPoint Wealth sold 301 Nasdaq shares in Q2 2026, an estimated $26.4K.
  • Nasdaq made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #218 holding.
  • TritonPoint Wealth first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Nasdaq position peaked at $1.16M in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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