CMA
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Cedar Mountain Advisors’s Nasdaq NDAQ Stock Holding History

Cedar Mountain Advisors’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 		$473 Hold
6
– – ﹤0.01% 1057
2026
Q1 		$509 Hold
6
– – ﹤0.01% 1009
2025
Q4 		$583 Hold
6
– – ﹤0.01% 590
2025
Q3 		$531 Buy
+6
New +$556 ﹤0.01% 597

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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

Cedar Mountain Advisors's NDAQ Position: Q2 2026 in Review

Cedar Mountain Advisors held its Nasdaq (NDAQ) position steady in Q2 2026 at 6 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Cedar Mountain Advisors first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $583 in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Cedar Mountain Advisors held 6 shares of Nasdaq worth $473 as of Q2 2026.
  • Cedar Mountain Advisors left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1057 holding.
  • Cedar Mountain Advisors first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Nasdaq position peaked at $583 in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.