WIM
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Westside Investment Management’s Nasdaq NDAQ Stock Holding History

Westside Investment 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 		$25.1K Hold
318
– – ﹤0.01% 843
2026
Q1 		$27.6K Hold
318
– – ﹤0.01% 770
2025
Q4 		$30.7K Hold
318
– – ﹤0.01% 712
2025
Q3 		$27.6K Buy
318
+159
+100% +$14.7K ﹤0.01% 743
2025
Q2 		$14.1K Buy
159
+138
+657% +$11K ﹤0.01% 817
2025
Q1 		$1.6K Hold
21
– – ﹤0.01% 905
2024
Q4 		$1.62K Hold
21
– – ﹤0.01% 914
2024
Q3 		$1.41K Sell
21
-60
-74% -$4.1K ﹤0.01% 927
2024
Q2 		$4.88K Buy
+81
New +$4.91K ﹤0.01% 763

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

Westside Investment Management's NDAQ Position: Q2 2026 in Review

Westside Investment Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 318 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Westside Investment Management first reported a position in NDAQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.7K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Westside Investment Management held 318 shares of Nasdaq worth $25.1K as of Q2 2026.
  • Westside Investment Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #843 holding.
  • Westside Investment Management first reported a position in Nasdaq in Q2 2024 and has held it in 9 quarters since.
  • Westside Investment Management's Nasdaq position peaked at $30.7K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.