WWM
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Western Wealth Management’s Nasdaq NDAQ Stock Holding History

Western Wealth Management’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 		$860K Buy
10,911
+3,125
+40% +$274K 0.03% 523
2026
Q1 		$661K Buy
7,786
+987
+15% +$88.4K 0.03% 565
2025
Q4 		$660K Buy
6,799
+3,466
+104% +$312K 0.03% 452
2025
Q3 		$295K Buy
+3,333
New +$309K 0.02% 600
2022
Q4 		– Sell
-6,552
Closed -$371K – 735
2022
Q3 		$371K Buy
+6,552
New +$385K 0.02% 581
2022
Q1 		– Sell
-7,866
Closed -$551K – 843
2021
Q4 		$551K Buy
+7,866
New +$536K 0.05% 306

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

Western Wealth Management's NDAQ Position: Q2 2026 in Review

Western Wealth Management increased its Nasdaq (NDAQ) stake by 40% in Q2 2026, buying an estimated $274K and bringing the position to 10,911 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #523.

Western Wealth Management first reported a position in NDAQ in Q4 2021 and has held it in 6 quarters since. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Western Wealth Management held 10,911 shares of Nasdaq worth $860K as of Q2 2026.
  • Western Wealth Management bought 3,125 Nasdaq shares in Q2 2026, an estimated $274K.
  • Nasdaq made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Western Wealth Management first reported a position in Nasdaq in Q4 2021 and has held it in 6 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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