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Vision Retirement’s Nasdaq NDAQ Stock Holding History

Vision Retirement’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 		$10K Hold
127
– – ﹤0.01% 436
2026
Q1 		$10.8K Hold
127
– – ﹤0.01% 402
2025
Q4 		$12.3K Buy
+127
New +$11.4K ﹤0.01% 387

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

Vision Retirement's NDAQ Position: Q2 2026 in Review

Vision Retirement held its Nasdaq (NDAQ) position steady in Q2 2026 at 127 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Vision Retirement first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Vision Retirement held 127 shares of Nasdaq worth $10K as of Q2 2026.
  • Vision Retirement left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #436 holding.
  • Vision Retirement first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Nasdaq position peaked at $12.3K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.