BWP
NAGE

BSW Wealth Partners’s Niagen Bioscience NAGE Stock Holding History

BSW Wealth Partners’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 		– Sell
-154,000
Closed -$679K – 344
2026
Q1 		$679K Buy
154,000
+13,000
+9% +$70.2K 0.08% 144
2025
Q4 		$897K Buy
141,000
+56,000
+66% +$390K 0.11% 113
2025
Q3 		$793K Hold
85,000
– – 0.1% 113
2025
Q2 		$1.22M Buy
85,000
+3,153
+4% +$31.1K 0.17% 74
2025
Q1 		$565K Sell
81,847
-12,000
-13% -$75.4K 0.09% 142
2024
Q4 		$498K Buy
93,847
+5,000
+6% +$27.4K 0.07% 163
2024
Q3 		$324K Buy
+88,847
New +$280K 0.05% 218

Other funds holding NAGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Vanguard Capital Management
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BSW Wealth Partners's NAGE Position: Q2 2026 in Review

BSW Wealth Partners sold out of Niagen Bioscience (NAGE) in Q2 2026, closing a stake of 154,000 shares — an estimated $679K sold.

BSW Wealth Partners first reported a position in NAGE in Q3 2024 and held it in 7 quarters. The position peaked at $1.22M in Q2 2025. 140 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

  • BSW Wealth Partners reported no remaining Niagen Bioscience position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 154,000 Niagen Bioscience shares in Q2 2026, an estimated $679K.
  • BSW Wealth Partners first reported a position in Niagen Bioscience in Q3 2024 and held it in 7 quarters.
  • BSW Wealth Partners's Niagen Bioscience position peaked at $1.22M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.