IAA
NAGE icon

Independent Advisor Alliance’s Niagen Bioscience NAGE Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-24,260
Closed -$154K – 1678
2025
Q4 		$154K Sell
24,260
-43
-0.2% -$299 ﹤0.01% 954
2025
Q3 		$227K Buy
24,303
+3,003
+14% +$30.3K 0.01% 852
2025
Q2 		$307K Buy
+21,300
New +$210K 0.01% 715

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Advisor Alliance's NAGE Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Niagen Bioscience (NAGE) in Q1 2026, closing a stake of 24,260 shares — an estimated $154K sold.

Independent Advisor Alliance first reported a position in NAGE in Q2 2025 and held it in 3 quarters. The position peaked at $307K in Q2 2025. 143 funds tracked by Wall St. Rank hold NAGE as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Niagen Bioscience position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 24,260 Niagen Bioscience shares in Q1 2026, an estimated $154K.
  • Independent Advisor Alliance first reported a position in Niagen Bioscience in Q2 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Niagen Bioscience position peaked at $307K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Niagen Bioscience as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.