BW
NDAQ icon

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
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 $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

Basepoint Wealth's NDAQ Position: Q1 2026 in Review

Basepoint Wealth increased its Nasdaq (NDAQ) stake by 0.45% in Q1 2026, buying an estimated $90 and bringing the position to 223 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #337.

Basepoint Wealth first reported a position in NDAQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.7K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Basepoint Wealth held 223 shares of Nasdaq worth $18.9K as of Q1 2026.
  • Basepoint Wealth bought 1 Nasdaq share in Q1 2026, an estimated $90.
  • Nasdaq made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #337 holding.
  • Basepoint Wealth first reported a position in Nasdaq in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Nasdaq position peaked at $21.7K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.