WWM
NDAQ icon

Whalen Wealth Management’s Nasdaq NDAQ Stock Holding History

Whalen 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 		– Sell
-6,031
Closed -$586K – 208
2025
Q4 		$586K Buy
+6,031
New +$542K 0.31% 82
2025
Q1 		– Sell
-6,127
Closed -$474K – 161
2024
Q4 		$474K Buy
+6,127
New +$474K 0.33% 64

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Whalen Wealth Management sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 6,031 shares — an estimated $586K sold.

Whalen Wealth Management first reported a position in NDAQ in Q4 2024 and held it in 2 quarters. The position peaked at $586K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Whalen Wealth Management reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 6,031 Nasdaq shares in Q1 2026, an estimated $586K.
  • Whalen Wealth Management first reported a position in Nasdaq in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Nasdaq position peaked at $586K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.