AllSquare Wealth Management’s Nasdaq NDAQ Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$24.4K	Hold	276	–	–	0.01%	297
2025 Q2	$24.7K	Hold	276	–	–	0.01%	290
2025 Q1	$20.9K	Hold	276	–	–	0.01%	303
2024 Q4	$21.3K	Hold	276	–	–	0.01%	302
2024 Q3	$20.2K	Hold	276	–	–	0.01%	314
2024 Q2	$16.6K	Hold	276	–	–	0.01%	324
2024 Q1	$17.4K	Hold	276	–	–	0.01%	323
2023 Q4	$16K	Hold	276	–	–	0.01%	323
2023 Q3	$13.4K	Hold	276	–	–	0.01%	342
2023 Q2	$15.2K	Hold	276	–	–	0.01%	330
2023 Q1	$15.1K	Hold	276	–	–	0.01%	325
2022 Q4	$16.9K	Hold	276	–	–	0.01%	306
2022 Q3	$16K	Hold	276	–	–	0.01%	299
2022 Q2	$14K	Hold	276	–	–	0.01%	325
2022 Q1	$16K	Hold	276	–	–	0.01%	336
2021 Q4	$19K	Hold	276	–	–	0.01%	324
2021 Q3	$18K	Hold	276	–	–	0.01%	319
2021 Q2	$16K	Hold	276	–	–	0.01%	349
2021 Q1	$14K	Hold	276	–	–	0.01%	355
2020 Q4	$12K	Hold	276	–	–	0.01%	335
2020 Q3	$11K	Hold	276	–	–	0.01%	328
2020 Q2	$11K	Hold	276	–	–	0.01%	326
2020 Q1	$9K	Hold	276	–	–	0.01%	321
2019 Q4	$10K	Hold	276	–	–	0.01%	330
2019 Q3	$9K	Hold	276	–	–	0.01%	332
2019 Q2	$9K	Hold	276	–	–	0.01%	345
2019 Q1	$8K	Hold	276	–	–	0.01%	354
2018 Q4	$8K	Hold	276	–	–	0.01%	341
2018 Q3	$8K	Hold	276	–	–	0.01%	365
2018 Q2	$8K	Buy	+276	New	+$8.3K	0.01%	361

Other funds holding NDAQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllSquare Wealth Management's NDAQ Position: Q3 2025 in Review

AllSquare Wealth Management held its Nasdaq (NDAQ) position steady in Q3 2025 at 276 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #297.

AllSquare Wealth Management first reported a position in NDAQ in Q2 2018 and has held it in 30 quarters since. The position peaked at $24.7K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

AllSquare Wealth Management held 276 shares of Nasdaq worth $24.4K as of Q3 2025.
AllSquare Wealth Management left its Nasdaq share count unchanged in Q3 2025.
Nasdaq made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #297 holding.
AllSquare Wealth Management first reported a position in Nasdaq in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Nasdaq position peaked at $24.7K in Q2 2025.
1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.