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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
Q2 		$11K Sell
139
-52
-27% -$4.56K ﹤0.01% 471
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 $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 $3.37T AUM 44.26% 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

Westfuller Advisors's NDAQ Position: Q2 2026 in Review

Westfuller Advisors reduced its Nasdaq (NDAQ) stake by 27% in Q2 2026, selling an estimated $4.56K and leaving 139 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Westfuller Advisors first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $20K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Westfuller Advisors held 139 shares of Nasdaq worth $11K as of Q2 2026.
  • Westfuller Advisors sold 52 Nasdaq shares in Q2 2026, an estimated $4.56K.
  • Nasdaq made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #471 holding.
  • Westfuller Advisors first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Nasdaq position peaked at $20K in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.