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 Q2	$43.1K	Buy	+13,500	New	+$54.8K	﹤0.01%	3219
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	–	2849
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 $6.73T AUM 46.02% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kestra Advisory Services's NAGE Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Niagen Bioscience (NAGE) in Q2 2026: 13,500 shares worth $43.1K. The stake represents ﹤0.01% of the portfolio and ranks #3219 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in NAGE as recently as Q4 2025.

Kestra Advisory Services first reported a position in NAGE in Q4 2020 and has held it in 18 quarters since. The position peaked at $397K in Q4 2020. 139 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

Kestra Advisory Services held 13,500 shares of Niagen Bioscience worth $43.1K as of Q2 2026.
Niagen Bioscience was a new Kestra Advisory Services position in Q2 2026.
Niagen Bioscience made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3219 holding.
Kestra Advisory Services first reported a position in Niagen Bioscience in Q4 2020 and has held it in 18 quarters since.
Kestra Advisory Services's Niagen Bioscience position peaked at $397K in Q4 2020.
139 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.