Alteri Wealth
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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
Q3 		$202K Buy
+2,190
New +$205K 0.06% 261
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Alteri Wealth's NDAQ Position: Q3 2026 in Review

Alteri Wealth opened a new position in Nasdaq (NDAQ) in Q3 2026: 2,190 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #261 among its holdings. This is a return to the name: Alteri Wealth previously reported a position in NDAQ as recently as Q4 2025.

Alteri Wealth first reported a position in NDAQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 780 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Alteri Wealth held 2,190 shares of Nasdaq worth $202K as of Q3 2026.
  • Nasdaq was a new Alteri Wealth position in Q3 2026.
  • Nasdaq made up 0.06% of Alteri Wealth's portfolio in Q3 2026, its #261 holding.
  • Alteri Wealth first reported a position in Nasdaq in Q4 2024 and has held it in 4 quarters since.
  • Alteri Wealth's Nasdaq position peaked at $220K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.