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Basepoint Wealth’s Nasdaq NDAQ Stock Holding History

Basepoint 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
Q2 		$17.6K Hold
223
– – 0.01% 345
2026
Q1 		$18.9K Buy
223
+1
+0.5% +$90 0.01% 337
2025
Q4 		$21.7K Buy
+222
New +$20K 0.01% 317

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Basepoint Wealth's NDAQ Position: Q2 2026 in Review

Basepoint Wealth held its Nasdaq (NDAQ) position steady in Q2 2026 at 223 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #345.

Basepoint Wealth first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Basepoint Wealth held 223 shares of Nasdaq worth $17.6K as of Q2 2026.
  • Basepoint Wealth left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #345 holding.
  • Basepoint Wealth first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Nasdaq position peaked at $21.7K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.