HighPoint Advisor Group’s Nasdaq NDAQ Stock Holding History

HighPoint Advisor Group’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	–	Sell	-7,508	Closed	-$729K	–	905
2025 Q4	$729K	Sell	7,508 -1,207	-14%	-$109K	0.02%	558
2025 Q3	$771K	Buy	8,715 +3,001	+53%	+$278K	0.04%	303
2025 Q2	$511K	Buy	5,714 +1,142	+25%	+$91.2K	0.03%	368
2025 Q1	$347K	Buy	4,572 +927	+25%	+$72.9K	0.02%	448
2024 Q4	$293K	Buy	+3,645	New	+$282K	0.02%	517
2016 Q3	–	Sell	-22,014	Closed	-$515K	–	305
2016 Q2	$515K	Buy	+22,014	New	+$471K	0.18%	142

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HighPoint Advisor Group's NDAQ Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 7,508 shares — an estimated $729K sold.

HighPoint Advisor Group first reported a position in NDAQ in Q2 2016 and held it in 6 quarters. The position peaked at $771K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

HighPoint Advisor Group reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 7,508 Nasdaq shares in Q1 2026, an estimated $729K.
HighPoint Advisor Group first reported a position in Nasdaq in Q2 2016 and held it in 6 quarters.
HighPoint Advisor Group's Nasdaq position peaked at $771K in Q3 2025.
1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.