WFA
NDAQ icon

Wellspring Financial Advisors’s Nasdaq NDAQ Stock Holding History

Wellspring Financial 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 		$288K Sell
3,654
-850
-19% -$74.6K 0.02% 223
2026
Q1 		$382K Sell
4,504
-631
-12% -$56.5K 0.03% 190
2025
Q4 		$499K Buy
+5,135
New +$462K 0.04% 146

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

Wellspring Financial Advisors's NDAQ Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Nasdaq (NDAQ) stake by 19% in Q2 2026, selling an estimated $74.6K and leaving 3,654 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #223.

Wellspring Financial Advisors first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 256 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Wellspring Financial Advisors held 3,654 shares of Nasdaq worth $288K as of Q2 2026.
  • Wellspring Financial Advisors sold 850 Nasdaq shares in Q2 2026, an estimated $74.6K.
  • Nasdaq made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #223 holding.
  • Wellspring Financial Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Nasdaq position peaked at $499K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.