NDAQ — Nasdaq Inc

Ownership history in AAFMAA Wealth Management & Trust LLC  ·  22 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported Nasdaq Inc (NDAQ) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.43% in 2023 Q4. The latest visible filing shows NDAQ at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NDAQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AAFMAA Wealth Management & Trust LLC's position in Nasdaq Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NDAQ was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NDAQ stock page AAFMAA Wealth Management & Trust LLC fund profile AAFMAA Wealth Management & Trust LLC full holdings
How AAFMAA Wealth Management & Trust LLC held NDAQ — position size vs. price
% of Fund (quarterly)    NDAQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,429 -182 -1.9% 0.31% $800K 2026-04-08 $88.09
2025 Q4 REDUCED 9,611 -3,028 -24.0% 0.37% $934K 2026-01-07 $100.08
2025 Q3 REDUCED 12,639 -495 -3.8% 0.44% $1.1M 2025-10-30 $85.13
2025 Q2 REDUCED 13,134 -5,233 -28.5% 0.49% $1.2M 2025-07-16 $88.24
2025 Q1 ADDED 18,367 +6,073 +49.4% 0.63% $1.4M 2025-04-11 $70.67
2024 Q4 REDUCED 12,294 -1,828 -12.9% 0.42% $950K 2025-01-13 $75.01
2024 Q3 REDUCED 14,122 -61,413 -81.3% 0.45% $1.0M 2024-10-16 $72.42
2024 Q2 REDUCED 75,535 -8,516 -10.1% 2.24% $4.6M 2024-07-19 $61.17
2024 Q1 REDUCED 84,051 -19,900 -19.1% 2.89% $5.3M 2024-05-02 $58.54
2023 Q4 ADDED 103,951 +9,730 +10.3% 3.43% $6.0M 2024-02-12 $55.18
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NDAQ

As of 2026 Q1 — sorted by position size

Raub Brock Capital Management LP 3Y 7Y 3.05% VISTA INVESTMENT PARTNERS LLC 1.16% G&S Capital LLC 3Y 7Y 0.99% NorthCrest Asset Manangement, LLC 3Y 0.84% ARWA LLC 0.71% Clarus Wealth Advisors 3Y 7Y 0.7% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.66% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 0.6% Heritage Family Offices, LLP 0.46% Elm3 Financial Group, LLC 0.36%

FAQ About AAFMAA Wealth Management & Trust LLC and NDAQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has AAFMAA Wealth Management & Trust LLC reported owning NDAQ?

AAFMAA Wealth Management & Trust LLC reported NDAQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NDAQ position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for NDAQ was 3.43% in 2023 Q4.

What is the latest reported NDAQ position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 9,429 shares, equal to 0.31% of portfolio, with an estimated market value of $800K.

What does the chart on this NDAQ ownership page compare?

The chart compares AAFMAA Wealth Management & Trust LLC's quarterly NDAQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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