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Aviso Financial’s Nasdaq NDAQ Stock Holding History

Aviso Financial’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 		$651K Sell
7,665
-2,817
-27% -$252K 0.02% 181
2025
Q4 		$1.02M Sell
10,482
-123
-1% -$11.1K 0.04% 154
2025
Q3 		$938K Buy
10,605
+759
+8% +$70.3K 0.04% 166
2025
Q2 		$880K Buy
9,846
+3,141
+47% +$251K 0.04% 160
2025
Q1 		$509K Buy
6,705
+673
+11% +$53K 0.03% 195
2024
Q4 		$466K Buy
6,032
+43
+0.7% +$3.33K 0.02% 207
2024
Q3 		$437K Buy
+5,989
New +$409K 0.02% 207

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

Aviso Financial's NDAQ Position: Q1 2026 in Review

Aviso Financial reduced its Nasdaq (NDAQ) stake by 27% in Q1 2026, selling an estimated $252K and leaving 7,665 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #181.

Aviso Financial first reported a position in NDAQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Aviso Financial held 7,665 shares of Nasdaq worth $651K as of Q1 2026.
  • Aviso Financial sold 2,817 Nasdaq shares in Q1 2026, an estimated $252K.
  • Nasdaq made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #181 holding.
  • Aviso Financial first reported a position in Nasdaq in Q3 2024 and has held it in 7 quarters since.
  • Aviso Financial's Nasdaq position peaked at $1.02M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.