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Valued Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Valued Wealth Advisors’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 		$4.41K Hold
56
– – ﹤0.01% 472
2026
Q1 		$4.75K Buy
56
+47
+522% +$4.21K ﹤0.01% 414
2025
Q4 		$875 Hold
9
– – ﹤0.01% 482
2025
Q3 		$797 Hold
9
– – ﹤0.01% 477
2025
Q2 		$805 Hold
9
– – ﹤0.01% 471
2025
Q1 		$683 Hold
9
– – ﹤0.01% 522
2024
Q4 		$696 Hold
9
– – ﹤0.01% 518
2024
Q3 		$658 Hold
9
– – ﹤0.01% 512
2024
Q2 		$543 Hold
9
– – ﹤0.01% 494
2024
Q1 		$568 Hold
9
– – ﹤0.01% 489
2023
Q4 		$438 Buy
+9
New +$474 ﹤0.01% 443

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
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
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valued Wealth Advisors's NDAQ Position: Q2 2026 in Review

Valued Wealth Advisors held its Nasdaq (NDAQ) position steady in Q2 2026 at 56 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Valued Wealth Advisors first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75K in Q1 2026. 256 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Valued Wealth Advisors held 56 shares of Nasdaq worth $4.41K as of Q2 2026.
  • Valued Wealth Advisors left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #472 holding.
  • Valued Wealth Advisors first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Nasdaq position peaked at $4.75K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.