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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Western Wealth Management's NDAQ Position: Q1 2026 in Review

Western Wealth Management increased its Nasdaq (NDAQ) stake by 15% in Q1 2026, buying an estimated $88.4K and bringing the position to 7,786 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #565.

Western Wealth Management first reported a position in NDAQ in Q4 2021 and has held it in 5 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Western Wealth Management held 7,786 shares of Nasdaq worth $661K as of Q1 2026.
  • Western Wealth Management bought 987 Nasdaq shares in Q1 2026, an estimated $88.4K.
  • Nasdaq made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Western Wealth Management first reported a position in Nasdaq in Q4 2021 and has held it in 5 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.