AW
NDAQ icon

Alteri Wealth’s Nasdaq NDAQ Stock Holding History

Alteri 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
Q1 		– Sell
-2,263
Closed -$220K – 300
2025
Q4 		$220K Buy
+2,263
New +$204K 0.07% 263
2025
Q3 		– Sell
-2,341
Closed -$209K – 288
2025
Q2 		$209K Buy
+2,341
New +$187K 0.08% 253
2025
Q1 		– Sell
-2,645
Closed -$204K – 265
2024
Q4 		$204K Buy
+2,645
New +$205K 0.06% 238

Other funds holding NDAQ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alteri Wealth's NDAQ Position: Q1 2026 in Review

Alteri Wealth sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,263 shares — an estimated $220K sold.

Alteri Wealth first reported a position in NDAQ in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Alteri Wealth reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Alteri Wealth sold 2,263 Nasdaq shares in Q1 2026, an estimated $220K.
  • Alteri Wealth first reported a position in Nasdaq in Q4 2024 and held it in 3 quarters.
  • Alteri Wealth's Nasdaq position peaked at $220K in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.