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Alpha Cubed Investments’s Nasdaq NDAQ Stock Holding History

Alpha Cubed Investments’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
Q4 		$234K Hold
2,414
– – 0.01% 259
2025
Q3 		$214K Buy
2,414
+100
+4% +$9.26K 0.01% 279
2025
Q2 		$207K Buy
+2,314
New +$185K 0.01% 281

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpha Cubed Investments's NDAQ Position: Q4 2025 in Review

Alpha Cubed Investments held its Nasdaq (NDAQ) position steady in Q4 2025 at 2,414 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #259.

Alpha Cubed Investments first reported a position in NDAQ in Q2 2025 and has held it in 3 quarters since. 1,096 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Alpha Cubed Investments held 2,414 shares of Nasdaq worth $234K as of Q4 2025.
  • Alpha Cubed Investments left its Nasdaq share count unchanged in Q4 2025.
  • Nasdaq made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #259 holding.
  • Alpha Cubed Investments first reported a position in Nasdaq in Q2 2025 and has held it in 3 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.