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Allied Private Wealth’s Nasdaq NDAQ Stock Holding History

Allied Private Wealth’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 		$19.8K Buy
+234
New +$20.5K 0.01% 395

Other funds holding NDAQ

IA
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BlackRock
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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

Allied Private Wealth's NDAQ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Nasdaq (NDAQ) in Q2 2026: 234 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Allied Private Wealth held 234 shares of Nasdaq worth $19.8K as of Q2 2026.
  • Nasdaq was a new Allied Private Wealth position in Q2 2026.
  • Nasdaq made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #395 holding.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.