UWM
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Urban Wealth Management’s Nasdaq NDAQ Stock Holding History

Urban Wealth Management’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 		$589K Buy
7,475
+1,883
+34% +$165K 0.51% 42
2026
Q1 		$475K Sell
5,592
-5,454
-49% -$489K 0.49% 41
2025
Q4 		$1.07M Buy
+11,046
New +$993K 1% 27

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Urban Wealth Management's NDAQ Position: Q2 2026 in Review

Urban Wealth Management increased its Nasdaq (NDAQ) stake by 34% in Q2 2026, buying an estimated $165K and bringing the position to 7,475 shares worth $589K. The position accounts for 0.51% of the portfolio, ranked #42.

Urban Wealth Management first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Urban Wealth Management held 7,475 shares of Nasdaq worth $589K as of Q2 2026.
  • Urban Wealth Management bought 1,883 Nasdaq shares in Q2 2026, an estimated $165K.
  • Nasdaq made up 0.51% of Urban Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Urban Wealth Management first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's Nasdaq position peaked at $1.07M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.