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OneDigital Investment Advisors’s Nasdaq NDAQ Stock Holding History

OneDigital Investment Advisors’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 		$458K Buy
5,810
+80
+1% +$7.02K ﹤0.01% 1078
2026
Q1 		$486K Sell
5,730
-2,162
-27% -$194K ﹤0.01% 964
2025
Q4 		$767K Buy
7,892
+634
+9% +$57K 0.01% 766
2025
Q3 		$642K Sell
7,258
-358
-5% -$33.2K 0.01% 831
2025
Q2 		$681K Buy
7,616
+81
+1% +$6.47K 0.01% 782
2025
Q1 		$572K Buy
7,535
+956
+15% +$75.2K 0.01% 809
2024
Q4 		$509K Sell
6,579
-206
-3% -$15.9K 0.01% 881
2024
Q3 		$495K Sell
6,785
-4,018
-37% -$274K 0.01% 941
2024
Q2 		$651K Buy
10,803
+7,536
+231% +$456K 0.01% 785
2024
Q1 		$206K Buy
+3,267
New +$189K ﹤0.01% 1032
2023
Q3 		– Sell
-8,640
Closed -$431K – 1026
2023
Q2 		$431K Sell
8,640
-186
-2% -$10.1K 0.01% 691
2023
Q1 		$483K Buy
8,826
+225
+3% +$13K 0.01% 636
2022
Q4 		$528K Sell
8,601
-210
-2% -$13.1K 0.02% 509
2022
Q3 		$499K Buy
8,811
+435
+5% +$25.6K 0.02% 458
2022
Q2 		$426K Buy
8,376
+1,770
+27% +$93.7K 0.02% 465
2022
Q1 		$392K Buy
6,606
+540
+9% +$31.9K 0.01% 513
2021
Q4 		$425K Buy
6,066
+777
+15% +$52.9K 0.02% 496
2021
Q3 		$340K Sell
5,289
-183
-3% -$11.5K 0.01% 543
2021
Q2 		$321K Buy
5,472
+939
+21% +$51.7K 0.01% 535
2021
Q1 		$223K Buy
+4,533
New +$215K 0.01% 590
2019
Q3 		– Sell
-1,026
Closed -$33K – 947
2019
Q2 		$33K Sell
1,026
-2,838
-73% -$87K ﹤0.01% 659
2019
Q1 		$113K Hold
3,864
– – 0.02% 356
2018
Q4 		$105K Sell
3,864
-1,638
-30% -$46.7K 0.02% 329
2018
Q3 		$157K Buy
5,502
+1,653
+43% +$50.9K 0.04% 211
2018
Q2 		$117K Buy
3,849
+6
+0.2% +$180 0.02% 310
2018
Q1 		$110K Buy
3,843
+6
+0.2% +$162 0.02% 320
2017
Q4 		$98K Buy
+3,837
New +$96.8K 0.01% 343

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OneDigital Investment Advisors's NDAQ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Nasdaq (NDAQ) stake by 1.4% in Q2 2026, buying an estimated $7.02K and bringing the position to 5,810 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

OneDigital Investment Advisors first reported a position in NDAQ in Q4 2017 and has held it in 27 quarters since. The position peaked at $767K in Q4 2025. 651 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • OneDigital Investment Advisors held 5,810 shares of Nasdaq worth $458K as of Q2 2026.
  • OneDigital Investment Advisors bought 80 Nasdaq shares in Q2 2026, an estimated $7.02K.
  • Nasdaq made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1078 holding.
  • OneDigital Investment Advisors first reported a position in Nasdaq in Q4 2017 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's Nasdaq position peaked at $767K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.