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Diversify Advisory Services’s Nasdaq NDAQ Stock Holding History

Diversify Advisory Services’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 		$234K Sell
2,561
-15,197
-86% -$1.36M 0.04% 195
2025
Q4 		$1.79M Sell
17,758
-2,938
-14% -$264K 0.06% 247
2025
Q3 		$1.79M Sell
20,696
-8,638
-29% -$800K 0.06% 228
2025
Q2 		$2.82M Buy
29,334
+25,226
+614% +$2.01M 0.11% 141
2025
Q1 		$312K Buy
+4,108
New +$323K 0.02% 484

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

Diversify Advisory Services's NDAQ Position: Q1 2026 in Review

Diversify Advisory Services reduced its Nasdaq (NDAQ) stake by 86% in Q1 2026, selling an estimated $1.36M and leaving 2,561 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #195.

Diversify Advisory Services first reported a position in NDAQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Diversify Advisory Services held 2,561 shares of Nasdaq worth $234K as of Q1 2026.
  • Diversify Advisory Services sold 15,197 Nasdaq shares in Q1 2026, an estimated $1.36M.
  • Nasdaq made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #195 holding.
  • Diversify Advisory Services first reported a position in Nasdaq in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's Nasdaq position peaked at $2.82M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.