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Bruce G. Allen Investments’s Nasdaq NDAQ Stock Holding History

Bruce G. Allen Investments’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 		$24.2K Hold
285
– – 0.02% 368
2025
Q4 		$27.7K Hold
285
– – 0.02% 352
2025
Q3 		$25.2K Hold
285
– – 0.02% 369
2025
Q2 		$25.5K Buy
285
+120
+73% +$9.58K 0.02% 358
2025
Q1 		$12.5K Sell
165
-17
-9% -$1.34K 0.01% 439
2024
Q4 		$14.1K Hold
182
– – 0.01% 431
2024
Q3 		$13.3K Hold
182
– – 0.01% 445
2024
Q2 		$11K Hold
182
– – 0.01% 454
2024
Q1 		$11.5K Sell
182
-12
-6% -$694 0.01% 453
2023
Q4 		$11.3K Buy
+194
New +$10.2K 0.01% 456

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

Bruce G. Allen Investments's NDAQ Position: Q1 2026 in Review

Bruce G. Allen Investments held its Nasdaq (NDAQ) position steady in Q1 2026 at 285 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #368.

Bruce G. Allen Investments first reported a position in NDAQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.7K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Bruce G. Allen Investments held 285 shares of Nasdaq worth $24.2K as of Q1 2026.
  • Bruce G. Allen Investments left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #368 holding.
  • Bruce G. Allen Investments first reported a position in Nasdaq in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Nasdaq position peaked at $27.7K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.