RAFFA WEALTH MANAGEMENT, LLC’s Nasdaq NDAQ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$13K	Buy	165 +13	+9%	+$1.14K	﹤0.01%	371
2026 Q1	$12.9K	Buy	152 +4	+3%	+$358	﹤0.01%	342
2025 Q4	$14.4K	Sell	148 -166	-53%	-$14.9K	﹤0.01%	311
2025 Q3	$27.8K	Buy	314 +8	+3%	+$741	0.01%	217
2025 Q2	$27.4K	Buy	306 +216	+240%	+$17.2K	0.01%	225
2025 Q1	$6.83K	Hold	90	–	–	﹤0.01%	378
2024 Q4	$6.96K	Buy	90 +45	+100%	+$3.48K	﹤0.01%	387
2024 Q3	$3.29K	Hold	45	–	–	﹤0.01%	513
2024 Q2	$2.71K	Hold	45	–	–	﹤0.01%	646
2024 Q1	$2.84K	Hold	45	–	–	﹤0.01%	620
2023 Q4	$2.62K	Hold	45	–	–	﹤0.01%	537
2023 Q3	$2.19K	Hold	45	–	–	﹤0.01%	560
2023 Q2	$2.24K	Hold	45	–	–	﹤0.01%	569
2023 Q1	$2.46K	Hold	45	–	–	﹤0.01%	550
2022 Q4	$2.76K	Hold	45	–	–	﹤0.01%	505
2022 Q3	$2.55K	Hold	45	–	–	﹤0.01%	532
2022 Q2	$2.29K	Hold	45	–	–	﹤0.01%	572
2022 Q1	$2.67K	Hold	45	–	–	﹤0.01%	564
2021 Q4	$3.15K	Hold	45	–	–	﹤0.01%	539
2021 Q3	$2.9K	Hold	45	–	–	﹤0.01%	511
2021 Q2	$2.64K	Hold	45	–	–	﹤0.01%	537
2021 Q1	$2.21K	Hold	45	–	–	﹤0.01%	605
2020 Q4	$1.99K	Hold	45	–	–	﹤0.01%	555
2020 Q3	$1.84K	Hold	45	–	–	﹤0.01%	510
2020 Q2	$1.79K	Hold	45	–	–	﹤0.01%	501
2020 Q1	$1.42K	Sell	45 -828	-95%	-$29.3K	﹤0.01%	493
2019 Q4	$31.2K	Hold	873	–	–	0.01%	169
2019 Q3	$28.9K	Buy	+873	New	+$29K	0.01%	175
2019 Q2	–	Sell	-45	Closed	-$1.31K	–	1157
2019 Q1	$1.31K	Hold	45	–	–	﹤0.01%	463
2018 Q4	$1.22K	Hold	45	–	–	﹤0.01%	464
2018 Q3	$1.29K	Hold	45	–	–	﹤0.01%	491
2018 Q2	$1.37K	Hold	45	–	–	﹤0.01%	452
2018 Q1	$1.29K	Buy	+45	New	+$1.22K	﹤0.01%	435

Other funds holding NDAQ

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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NDAQ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Nasdaq (NDAQ) stake by 8.6% in Q2 2026, buying an estimated $1.14K and bringing the position to 165 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NDAQ in Q1 2018 and has held it in 33 quarters since. The position peaked at $31.2K in Q4 2019. 317 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 165 shares of Nasdaq worth $13K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 13 Nasdaq shares in Q2 2026, an estimated $1.14K.
Nasdaq made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #371 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Nasdaq in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Nasdaq position peaked at $31.2K in Q4 2019.
317 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.