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WCG Wealth Advisors’s Nasdaq NDAQ Stock Holding History

WCG 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 		$1.15M Buy
14,535
+1,119
+8% +$98.2K 0.03% 389
2026
Q1 		$1.14M Sell
13,416
-1,434
-10% -$129K 0.03% 358
2025
Q4 		$1.44M Buy
+14,850
New +$1.34M 0.04% 299

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors increased its Nasdaq (NDAQ) stake by 8.3% in Q2 2026, buying an estimated $98.2K and bringing the position to 14,535 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #389.

WCG Wealth Advisors first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • WCG Wealth Advisors held 14,535 shares of Nasdaq worth $1.15M as of Q2 2026.
  • WCG Wealth Advisors bought 1,119 Nasdaq shares in Q2 2026, an estimated $98.2K.
  • Nasdaq made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • WCG Wealth Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Nasdaq position peaked at $1.44M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.