Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KAS
NAGE
Kestra Advisory Services’s
Niagen Bioscience
NAGE
Stock Holding History
Kestra Advisory Services’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
-10,995
Closed
-$69.9K
–
4571
2025
Q4
$69.9K
Buy
+10,995
New
+$76.5K
﹤0.01%
3713
2024
Q4
–
Sell
-23,640
Closed
-$86.3K
–
2851
2024
Q3
$86.3K
Buy
23,640
+2,640
+13%
+$8.31K
﹤0.01%
2483
2024
Q2
$57.3K
Hold
21,000
–
–
﹤0.01%
2553
2024
Q1
$73.1K
Hold
21,000
–
–
﹤0.01%
2383
2023
Q4
$30K
Hold
21,000
–
–
﹤0.01%
2242
2023
Q3
$30.7K
Hold
21,000
–
–
﹤0.01%
2074
2023
Q2
$33K
Hold
21,000
–
–
﹤0.01%
2062
2023
Q1
$32.1K
Hold
21,000
–
–
﹤0.01%
2013
2022
Q4
$35.3K
Hold
21,000
–
–
﹤0.01%
2198
2022
Q3
$26K
Sell
21,000
-2,400
-10%
-$3.86K
﹤0.01%
2065
2022
Q2
$39K
Buy
23,400
+2,400
+11%
+$4.69K
﹤0.01%
2058
2022
Q1
$52K
Hold
21,000
–
–
﹤0.01%
1963
2021
Q4
$79K
Hold
21,000
–
–
﹤0.01%
1955
2021
Q3
$132K
Hold
21,000
–
–
﹤0.01%
2033
2021
Q2
$207K
Hold
21,000
–
–
﹤0.01%
1846
2021
Q1
$196K
Sell
21,000
-60,767
-74%
-$482K
﹤0.01%
1736
2020
Q4
$397K
Buy
+81,767
New
+$399K
﹤0.01%
1324
Other funds holding NAGE
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
SW
SteelPeak Wealth
Woodland Hills, California
$3.8B AUM
48.92%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
TCM
Tieton Capital Management
Yakima, Washington
$299M AUM
54.55%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close