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EverSource Wealth Advisors’s Nasdaq NDAQ Stock Holding History

EverSource Wealth 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
Q1 		$846K Buy
9,970
+558
+6% +$50K 0.03% 432
2025
Q4 		$914K Sell
9,412
-26
-0.3% -$2.34K 0.03% 366
2025
Q3 		$835K Buy
9,438
+1,672
+22% +$155K 0.03% 354
2025
Q2 		$694K Buy
7,766
+2,593
+50% +$207K 0.03% 362
2025
Q1 		$392K Buy
5,173
+1,467
+40% +$115K 0.02% 441
2024
Q4 		$286K Buy
3,706
+1,562
+73% +$121K 0.02% 520
2024
Q3 		$157K Buy
2,144
+425
+25% +$29K 0.01% 639
2024
Q2 		$116K Buy
1,719
+1,365
+386% +$82.7K 0.01% 739
2024
Q1 		$21.2K Buy
354
+72
+26% +$4.17K ﹤0.01% 1332
2023
Q4 		$16.4K Buy
282
+50
+22% +$2.64K ﹤0.01% 1328
2023
Q3 		$11.3K Sell
232
-517
-69% -$26.2K ﹤0.01% 1370
2023
Q2 		$37.3K Buy
749
+180
+32% +$9.75K ﹤0.01% 945
2023
Q1 		$31.1K Buy
569
+193
+51% +$11.2K ﹤0.01% 947
2022
Q4 		$23.1K Buy
376
+187
+99% +$11.6K ﹤0.01% 1018
2022
Q3 		$11K Hold
189
– – ﹤0.01% 1105
2022
Q2 		$9K Buy
189
+45
+31% +$2.38K ﹤0.01% 1075
2022
Q1 		$9K Sell
144
-135
-48% -$7.99K ﹤0.01% 1028
2021
Q4 		$20K Buy
+279
New +$19K 0.01% 687

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

EverSource Wealth Advisors's NDAQ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Nasdaq (NDAQ) stake by 5.9% in Q1 2026, buying an estimated $50K and bringing the position to 9,970 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #432.

EverSource Wealth Advisors first reported a position in NDAQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $914K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • EverSource Wealth Advisors held 9,970 shares of Nasdaq worth $846K as of Q1 2026.
  • EverSource Wealth Advisors bought 558 Nasdaq shares in Q1 2026, an estimated $50K.
  • Nasdaq made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #432 holding.
  • EverSource Wealth Advisors first reported a position in Nasdaq in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Nasdaq position peaked at $914K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.