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Wilkerson Advisory Group’s Nasdaq NDAQ Stock Holding History

Wilkerson Advisory Group’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 		$13.2K Buy
168
+30
+22% +$2.63K ﹤0.01% 391
2026
Q1 		$11.7K Buy
138
+81
+142% +$7.26K ﹤0.01% 379
2025
Q4 		$5.54K Buy
+57
New +$5.13K ﹤0.01% 426

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

Wilkerson Advisory Group's NDAQ Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Nasdaq (NDAQ) stake by 22% in Q2 2026, buying an estimated $2.63K and bringing the position to 168 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Wilkerson Advisory Group first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Wilkerson Advisory Group held 168 shares of Nasdaq worth $13.2K as of Q2 2026.
  • Wilkerson Advisory Group bought 30 Nasdaq shares in Q2 2026, an estimated $2.63K.
  • Nasdaq made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #391 holding.
  • Wilkerson Advisory Group first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.