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Alpha Family Trust’s Nasdaq NDAQ Stock Holding History

Alpha Family Trust’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
-2,400
Closed -$204K – 216
2026
Q1 		$204K Hold
2,400
– – 0.1% 200
2025
Q4 		$233K Hold
2,400
– – 0.11% 170
2025
Q3 		$212K Hold
2,400
– – 0.1% 185
2025
Q2 		$215K Buy
+2,400
New +$192K 0.11% 180

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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

Alpha Family Trust's NDAQ Position: Q2 2026 in Review

Alpha Family Trust sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 2,400 shares — an estimated $204K sold.

Alpha Family Trust first reported a position in NDAQ in Q2 2025 and held it in 4 quarters. The position peaked at $233K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Alpha Family Trust reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Alpha Family Trust sold 2,400 Nasdaq shares in Q2 2026, an estimated $204K.
  • Alpha Family Trust first reported a position in Nasdaq in Q2 2025 and held it in 4 quarters.
  • Alpha Family Trust's Nasdaq position peaked at $233K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.