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Atria Wealth Solutions’s Nasdaq NDAQ Stock Holding History

Atria Wealth Solutions’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
Q2 		$344K Buy
3,851
+1,045
+37% +$83.4K 0.01% 1088
2025
Q1 		$213K Sell
2,806
-3,224
-53% -$254K ﹤0.01% 1684
2024
Q4 		$466K Buy
6,030
+2,936
+95% +$227K 0.01% 1309
2024
Q3 		$226K Buy
+3,094
New +$211K ﹤0.01% 1700
2023
Q1 		– Sell
-5,545
Closed -$340K – 1927
2022
Q4 		$340K Buy
5,545
+994
+22% +$61.9K 0.01% 1288
2022
Q3 		$258K Buy
+4,551
New +$268K ﹤0.01% 1395

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Wealth Solutions's NDAQ Position: Q2 2025 in Review

Atria Wealth Solutions increased its Nasdaq (NDAQ) stake by 37% in Q2 2025, buying an estimated $83.4K and bringing the position to 3,851 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1088.

Atria Wealth Solutions first reported a position in NDAQ in Q3 2022 and has held it in 6 quarters since. The position peaked at $466K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • Atria Wealth Solutions held 3,851 shares of Nasdaq worth $344K as of Q2 2025.
  • Atria Wealth Solutions bought 1,045 Nasdaq shares in Q2 2025, an estimated $83.4K.
  • Nasdaq made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1088 holding.
  • Atria Wealth Solutions first reported a position in Nasdaq in Q3 2022 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Nasdaq position peaked at $466K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.