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Mascoma Wealth Management’s Nasdaq NDAQ Stock Holding History

Mascoma Wealth Management’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 		$1.73K Hold
22
– – ﹤0.01% 468
2026
Q1 		$1.87K Buy
22
+13
+144% +$1.17K ﹤0.01% 434
2025
Q4 		$874 Buy
+9
New +$809 ﹤0.01% 475
2023
Q2 		– Sell
-213
Closed -$11.8K – 553
2023
Q1 		$11.8K Hold
213
– – ﹤0.01% 390
2022
Q4 		$13.1K Sell
213
-351
-62% -$21.9K ﹤0.01% 373
2022
Q3 		$32K Sell
564
-57
-9% -$3.35K 0.01% 287
2022
Q2 		$32K Sell
621
-231
-27% -$12.2K 0.01% 296
2022
Q1 		$51K Buy
852
+318
+60% +$18.8K 0.02% 255
2021
Q4 		$37K Buy
+534
New +$36.4K 0.01% 254

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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's NDAQ Position: Q2 2026 in Review

Mascoma Wealth Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 22 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Mascoma Wealth Management first reported a position in NDAQ in Q4 2021 and has held it in 9 quarters since. The position peaked at $51K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Mascoma Wealth Management held 22 shares of Nasdaq worth $1.73K as of Q2 2026.
  • Mascoma Wealth Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Mascoma Wealth Management first reported a position in Nasdaq in Q4 2021 and has held it in 9 quarters since.
  • Mascoma Wealth Management's Nasdaq position peaked at $51K in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.