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Westfuller Advisors’s Nasdaq NDAQ Stock Holding History

Westfuller 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
Q1 		$16.2K Buy
191
+50
+35% +$4.48K 0.01% 375
2025
Q4 		$13.7K Sell
141
-85
-38% -$7.64K 0.01% 422
2025
Q3 		$20K Buy
+226
New +$20.9K 0.01% 365

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

Westfuller Advisors's NDAQ Position: Q1 2026 in Review

Westfuller Advisors increased its Nasdaq (NDAQ) stake by 35% in Q1 2026, buying an estimated $4.48K and bringing the position to 191 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #375.

Westfuller Advisors first reported a position in NDAQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $20K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Westfuller Advisors held 191 shares of Nasdaq worth $16.2K as of Q1 2026.
  • Westfuller Advisors bought 50 Nasdaq shares in Q1 2026, an estimated $4.48K.
  • Nasdaq made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #375 holding.
  • Westfuller Advisors first reported a position in Nasdaq in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Nasdaq position peaked at $20K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.