UFPG
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United Financial Planning Group’s Nasdaq NDAQ Stock Holding History

United Financial Planning Group’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 		$5.67K Hold
72
– – ﹤0.01% 347
2026
Q1 		$6.11K Buy
+72
New +$6.45K ﹤0.01% 286

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

United Financial Planning Group's NDAQ Position: Q2 2026 in Review

United Financial Planning Group held its Nasdaq (NDAQ) position steady in Q2 2026 at 72 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

United Financial Planning Group first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.11K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • United Financial Planning Group held 72 shares of Nasdaq worth $5.67K as of Q2 2026.
  • United Financial Planning Group left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #347 holding.
  • United Financial Planning Group first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Nasdaq position peaked at $6.11K in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.