Axxcess Wealth Management’s Niagen Bioscience NAGE Stock Holding History

Axxcess Wealth Management’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.8K	Buy	+22,834	New	+$92.7K	﹤0.01%	1042
2026 Q1	–	Sell	-22,834	Closed	-$145K	–	1054
2025 Q4	$145K	Hold	22,834	–	–	﹤0.01%	1011
2025 Q3	$213K	Hold	22,834	–	–	﹤0.01%	871
2025 Q2	$329K	Hold	22,834	–	–	0.01%	695
2025 Q1	$158K	Hold	22,834	–	–	﹤0.01%	821
2024 Q4	$121K	Hold	22,834	–	–	﹤0.01%	838
2024 Q3	$83.3K	Hold	22,834	–	–	﹤0.01%	873
2024 Q2	$62.3K	Hold	22,834	–	–	﹤0.01%	831
2024 Q1	$79.5K	Hold	22,834	–	–	﹤0.01%	853
2023 Q4	$32.7K	Hold	22,834	–	–	﹤0.01%	821
2023 Q3	$33.3K	Hold	22,834	–	–	﹤0.01%	786
2023 Q2	$35.8K	Hold	22,834	–	–	﹤0.01%	580
2023 Q1	$34.9K	Hold	22,834	–	–	﹤0.01%	627
2022 Q4	$38.4K	Hold	22,834	–	–	﹤0.01%	606
2022 Q3	$28K	Sell	22,834 -1,334	-6%	-$2.15K	﹤0.01%	539
2022 Q2	$40K	Sell	24,168 -4,000	-14%	-$7.82K	﹤0.01%	530
2022 Q1	$69K	Hold	28,168	–	–	0.01%	620
2021 Q4	$105K	Buy	+28,168	New	+$152K	0.01%	612

Other funds holding NAGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Axxcess Wealth Management's NAGE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Niagen Bioscience (NAGE) in Q2 2026: 22,834 shares worth $72.8K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NAGE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in NAGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $329K in Q2 2025. 140 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

Axxcess Wealth Management held 22,834 shares of Niagen Bioscience worth $72.8K as of Q2 2026.
Niagen Bioscience was a new Axxcess Wealth Management position in Q2 2026.
Niagen Bioscience made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1042 holding.
Axxcess Wealth Management first reported a position in Niagen Bioscience in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's Niagen Bioscience position peaked at $329K in Q2 2025.
140 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.