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Allegheny Financial Group’s Nasdaq NDAQ Stock Holding History

Allegheny Financial 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 		– Sell
-2,362
Closed -$201K – 311
2026
Q1 		$201K Sell
2,362
-2
-0.1% -$179 0.03% 273
2025
Q4 		$230K Buy
2,364
+3
+0.1% +$270 0.03% 254
2025
Q3 		$209K Sell
2,361
-7
-0.3% -$648 0.04% 243
2025
Q2 		$212K Buy
+2,368
New +$189K 0.05% 234
2025
Q1 		– Sell
-3,288
Closed -$254K – 242
2024
Q4 		$254K Buy
+3,288
New +$254K 0.07% 194
2024
Q2 		– Sell
-3,483
Closed -$220K – 226
2024
Q1 		$220K Buy
+3,483
New +$202K 0.07% 188

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's NDAQ Position: Q2 2026 in Review

Allegheny Financial Group sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,362 shares — an estimated $201K sold.

Allegheny Financial Group first reported a position in NDAQ in Q1 2024 and held it in 6 quarters. The position peaked at $254K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Allegheny Financial Group reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Allegheny Financial Group sold 2,362 Nasdaq shares in Q2 2026, an estimated $201K.
  • Allegheny Financial Group first reported a position in Nasdaq in Q1 2024 and held it in 6 quarters.
  • Allegheny Financial Group's Nasdaq position peaked at $254K in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.