Aprio Wealth Management
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Aprio Wealth Management’s Nasdaq NDAQ Stock Holding History

Aprio 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
2026
Q3 		$370K Sell
4,024
-7
-0.2% -$654 0.02% 470
2026
Q2 		$318K Sell
4,031
-189
-4% -$16.6K 0.02% 493
2026
Q1 		$358K Buy
4,220
+769
+22% +$68.9K 0.02% 445
2025
Q4 		$358K Buy
+3,451
New +$310K 0.02% 387

Other funds holding NDAQ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aprio Wealth Management's NDAQ Position: Q3 2026 in Review

Aprio Wealth Management reduced its Nasdaq (NDAQ) stake by 0.17% in Q3 2026, selling an estimated $654 and leaving 4,024 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #470.

Aprio Wealth Management first reported a position in NDAQ in Q4 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Aprio Wealth Management held 4,024 shares of Nasdaq worth $370K as of Q3 2026.
  • Aprio Wealth Management sold 7 Nasdaq shares in Q3 2026, an estimated $654.
  • Nasdaq made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #470 holding.
  • Aprio Wealth Management first reported a position in Nasdaq in Q4 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.