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Align Financial’s Nasdaq NDAQ Stock Holding History

Align Financial’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 		$7.33K Hold
93
– – ﹤0.01% 274
2026
Q1 		$7.89K Sell
93
-8,940
-99% -$801K ﹤0.01% 279
2025
Q4 		$9.03K Buy
+9,033
New +$812K 0.01% 280

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

Align Financial's NDAQ Position: Q2 2026 in Review

Align Financial held its Nasdaq (NDAQ) position steady in Q2 2026 at 93 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Align Financial first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.03K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Align Financial held 93 shares of Nasdaq worth $7.33K as of Q2 2026.
  • Align Financial left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #274 holding.
  • Align Financial first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Nasdaq position peaked at $9.03K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.