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True Wealth Design’s Nasdaq NDAQ Stock Holding History

True Wealth Design’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 		$90.2K Buy
1,144
+155
+16% +$13.6K 0.02% 282
2026
Q1 		$84K Sell
989
-66
-6% -$5.91K 0.02% 256
2025
Q4 		$102K Buy
1,055
+291
+38% +$26.2K 0.03% 183
2025
Q3 		$67.6K Buy
764
+168
+28% +$15.6K 0.02% 248
2025
Q2 		$53.3K Buy
596
+585
+5,318% +$46.7K 0.02% 198
2025
Q1 		$835 Buy
+11
New +$866 ﹤0.01% 1337

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

True Wealth Design's NDAQ Position: Q2 2026 in Review

True Wealth Design increased its Nasdaq (NDAQ) stake by 16% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,144 shares worth $90.2K. The position accounts for 0.02% of the portfolio, ranked #282.

True Wealth Design first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $102K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • True Wealth Design held 1,144 shares of Nasdaq worth $90.2K as of Q2 2026.
  • True Wealth Design bought 155 Nasdaq shares in Q2 2026, an estimated $13.6K.
  • Nasdaq made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #282 holding.
  • True Wealth Design first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Nasdaq position peaked at $102K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.