IAA
NDAQ icon

Independent Advisor Alliance’s Nasdaq NDAQ Stock Holding History

Independent Advisor Alliance’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 		$272K Sell
3,449
-131
-4% -$11.5K 0.01% 858
2026
Q1 		$304K Sell
3,580
-994
-22% -$89.1K ﹤0.01% 1314
2025
Q4 		$444K Buy
4,574
+117
+3% +$10.5K 0.01% 682
2025
Q3 		$394K Buy
4,457
+88
+2% +$8.15K 0.01% 689
2025
Q2 		$391K Sell
4,369
-209
-5% -$16.7K 0.01% 663
2025
Q1 		$347K Buy
4,578
+90
+2% +$7.08K 0.01% 617
2024
Q4 		$347K Buy
4,488
+1,078
+32% +$83.4K ﹤0.01% 1078
2024
Q3 		$249K Buy
+3,410
New +$233K 0.01% 613
2023
Q2 		– Sell
-4,002
Closed -$219K – 693
2023
Q1 		$219K Buy
+4,002
New +$231K 0.01% 594
2022
Q4 		– Sell
-4,198
Closed -$238K – 551
2022
Q3 		$238K Sell
4,198
-350
-8% -$20.6K 0.01% 542
2022
Q2 		$231K Buy
4,548
+255
+6% +$13.5K 0.01% 542
2022
Q1 		$255K Buy
+4,293
New +$254K 0.01% 543

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's NDAQ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Nasdaq (NDAQ) stake by 3.7% in Q2 2026, selling an estimated $11.5K and leaving 3,449 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #858.

Independent Advisor Alliance first reported a position in NDAQ in Q1 2022 and has held it in 12 quarters since. The position peaked at $444K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Independent Advisor Alliance held 3,449 shares of Nasdaq worth $272K as of Q2 2026.
  • Independent Advisor Alliance sold 131 Nasdaq shares in Q2 2026, an estimated $11.5K.
  • Nasdaq made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #858 holding.
  • Independent Advisor Alliance first reported a position in Nasdaq in Q1 2022 and has held it in 12 quarters since.
  • Independent Advisor Alliance's Nasdaq position peaked at $444K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.