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Whipplewood Advisors’s Nasdaq NDAQ Stock Holding History

Whipplewood 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 		– Sell
-9
Closed -$764 – 907
2026
Q1 		$764 Buy
+9
New +$807 ﹤0.01% 936
2025
Q3 		– Sell
-23
Closed -$2.06K – 867
2025
Q2 		$2.06K Sell
23
-40
-63% -$3.19K ﹤0.01% 873
2025
Q1 		$1.29K Buy
63
+46
+271% +$3.62K ﹤0.01% 978
2024
Q4 		$1.31K Buy
+17
New +$1.31K ﹤0.01% 962

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

Whipplewood Advisors's NDAQ Position: Q2 2026 in Review

Whipplewood Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 9 shares — an estimated $764 sold.

Whipplewood Advisors first reported a position in NDAQ in Q4 2024 and held it in 4 quarters. The position peaked at $2.06K in Q2 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Whipplewood Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 9 Nasdaq shares in Q2 2026, an estimated $764.
  • Whipplewood Advisors first reported a position in Nasdaq in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Nasdaq position peaked at $2.06K in Q2 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.