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 Q3	$403K	Buy	4,377 +51	+1%	+$4.77K	0.04%	204
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%	+$10K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

TritonPoint Wealth's NDAQ Position: Q3 2026 in Review

TritonPoint Wealth increased its Nasdaq (NDAQ) stake by 1.2% in Q3 2026, buying an estimated $4.77K and bringing the position to 4,377 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #204.

TritonPoint Wealth first reported a position in NDAQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2025. 543 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

TritonPoint Wealth held 4,377 shares of Nasdaq worth $403K as of Q3 2026.
TritonPoint Wealth bought 51 Nasdaq shares in Q3 2026, an estimated $4.77K.
Nasdaq made up 0.04% of TritonPoint Wealth's portfolio in Q3 2026, its #204 holding.
TritonPoint Wealth first reported a position in Nasdaq in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Nasdaq position peaked at $1.16M in Q3 2025.
543 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.