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Wedmont Private Capital’s Nasdaq NDAQ Stock Holding History

Wedmont Private Capital’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
Q3 		$717K Buy
7,760
+2,410
+45% +$225K 0.02% 486
2026
Q2 		$471K Buy
5,350
+45
+0.8% +$3.95K 0.01% 572
2026
Q1 		$467K Buy
5,305
+69
+1% +$6.18K 0.02% 515
2025
Q4 		$526K Buy
5,236
+475
+10% +$42.7K 0.02% 449
2025
Q3 		$421K Buy
4,761
+344
+8% +$31.9K 0.02% 515
2025
Q2 		$397K Buy
4,417
+305
+7% +$24.3K 0.02% 492
2025
Q1 		$294K Buy
4,112
+375
+10% +$29.5K 0.02% 530
2024
Q4 		$284K Buy
3,737
+80
+2% +$6.19K 0.02% 551
2024
Q3 		$259K Buy
+3,657
New +$250K 0.01% 553
2023
Q2 		– Sell
-4,184
Closed -$228K – 515
2023
Q1 		$228K Sell
4,184
-5,718
-58% -$330K 0.03% 412
2022
Q4 		$610K Buy
9,902
+5,452
+123% +$340K 0.09% 170
2022
Q3 		$252K Buy
+4,450
New +$262K 0.05% 299
2022
Q2 		– Sell
-3,708
Closed -$225K – 369
2022
Q1 		$225K Buy
+3,708
New +$219K 0.05% 291

Other funds holding NDAQ

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's NDAQ Position: Q3 2026 in Review

Wedmont Private Capital increased its Nasdaq (NDAQ) stake by 45% in Q3 2026, buying an estimated $225K and bringing the position to 7,760 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #486.

Wedmont Private Capital first reported a position in NDAQ in Q1 2022 and has held it in 13 quarters since. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Wedmont Private Capital held 7,760 shares of Nasdaq worth $717K as of Q3 2026.
  • Wedmont Private Capital bought 2,410 Nasdaq shares in Q3 2026, an estimated $225K.
  • Nasdaq made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #486 holding.
  • Wedmont Private Capital first reported a position in Nasdaq in Q1 2022 and has held it in 13 quarters since.
  • 37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.