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Whitener Capital Management’s Nasdaq NDAQ Stock Holding History

Whitener Capital 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 		$1.11M Buy
14,060
+630
+5% +$55.3K 0.23% 81
2026
Q1 		$1.14M Buy
13,430
+284
+2% +$25.4K 0.26% 73
2025
Q4 		$1.28M Buy
13,146
+1,229
+10% +$111K 0.29% 70
2025
Q3 		$1.05M Sell
11,917
-519
-4% -$48.1K 0.25% 77
2025
Q2 		$1.11M Buy
12,436
+226
+2% +$18K 0.29% 70
2025
Q1 		$926K Buy
12,210
+493
+4% +$38.8K 0.26% 75
2024
Q4 		$906K Buy
11,717
+469
+4% +$36.3K 0.25% 72
2024
Q3 		$821K Buy
11,248
+361
+3% +$24.6K 0.23% 78
2024
Q2 		$656K Buy
10,887
+1,710
+19% +$104K 0.2% 85
2024
Q1 		$579K Buy
9,177
+1,130
+14% +$65.4K 0.19% 93
2023
Q4 		$468K Buy
8,047
+932
+13% +$49.1K 0.17% 98
2023
Q3 		$346K Buy
+7,115
New +$361K 0.14% 101

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

Whitener Capital Management's NDAQ Position: Q2 2026 in Review

Whitener Capital Management increased its Nasdaq (NDAQ) stake by 4.7% in Q2 2026, buying an estimated $55.3K and bringing the position to 14,060 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #81.

Whitener Capital Management first reported a position in NDAQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2025. 1,079 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Whitener Capital Management held 14,060 shares of Nasdaq worth $1.11M as of Q2 2026.
  • Whitener Capital Management bought 630 Nasdaq shares in Q2 2026, an estimated $55.3K.
  • Nasdaq made up 0.23% of Whitener Capital Management's portfolio in Q2 2026, its #81 holding.
  • Whitener Capital Management first reported a position in Nasdaq in Q3 2023 and has held it in 12 quarters since.
  • Whitener Capital Management's Nasdaq position peaked at $1.28M in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.