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OneAscent Family Office’s Nasdaq NDAQ Stock Holding History

OneAscent Family Office’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
Q1 		$235K Sell
2,772
-381
-12% -$34.1K 0.16% 156
2025
Q4 		$306K Buy
3,153
+153
+5% +$13.8K 0.21% 111
2025
Q3 		$265K Buy
3,000
+51
+2% +$4.72K 0.22% 118
2025
Q2 		$264K Buy
+2,949
New +$235K 0.25% 97

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OneAscent Family Office's NDAQ Position: Q1 2026 in Review

OneAscent Family Office reduced its Nasdaq (NDAQ) stake by 12% in Q1 2026, selling an estimated $34.1K and leaving 2,772 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #156.

OneAscent Family Office first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $306K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • OneAscent Family Office held 2,772 shares of Nasdaq worth $235K as of Q1 2026.
  • OneAscent Family Office sold 381 Nasdaq shares in Q1 2026, an estimated $34.1K.
  • Nasdaq made up 0.16% of OneAscent Family Office's portfolio in Q1 2026, its #156 holding.
  • OneAscent Family Office first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Family Office's Nasdaq position peaked at $306K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.