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Planning Strategies Inc.’s Nasdaq NDAQ Stock Holding History

Planning Strategies Inc.’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 		$2.37K Buy
+30
New +$2.63K ﹤0.01% 553

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s NDAQ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Nasdaq (NDAQ) in Q2 2026: 30 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

348 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Planning Strategies Inc. held 30 shares of Nasdaq worth $2.37K as of Q2 2026.
  • Nasdaq was a new Planning Strategies Inc. position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #553 holding.
  • 348 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.