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Perigon Wealth Management’s Nasdaq NDAQ Stock Holding History

Perigon 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 		$280K Buy
3,558
+599
+20% +$52.5K ﹤0.01% 1157
2026
Q1 		$251K Sell
2,959
-2,320
-44% -$208K ﹤0.01% 1090
2025
Q4 		$513K Buy
5,279
+434
+9% +$39K 0.01% 791
2025
Q3 		$429K Buy
4,845
+2,421
+100% +$224K 0.01% 801
2025
Q2 		$217K Buy
+2,424
New +$194K 0.01% 976
2023
Q2 		– Sell
-4,509
Closed -$247K – 801
2023
Q1 		$247K Sell
4,509
-1,041
-19% -$60.2K 0.01% 607
2022
Q4 		$341K Buy
+5,550
New +$346K 0.02% 495
2021
Q4 		– Sell
-3,180
Closed -$217K – 595
2021
Q3 		$205K Sell
3,180
-7,719
-71% -$486K 0.02% 510
2021
Q2 		$639K Sell
10,899
-24
-0.2% -$1.32K 0.06% 260
2021
Q1 		$537K Sell
10,923
-2,841
-21% -$135K 0.05% 277
2020
Q4 		$609K Buy
13,764
+84
+0.6% +$3.56K 0.07% 217
2020
Q3 		$560K Buy
13,680
+108
+0.8% +$4.61K 0.08% 202
2020
Q2 		$540K Buy
13,572
+855
+7% +$31.8K 0.09% 190
2020
Q1 		$457K Buy
+12,717
New +$450K 0.09% 180

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

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

Perigon Wealth Management increased its Nasdaq (NDAQ) stake by 20% in Q2 2026, buying an estimated $52.5K and bringing the position to 3,558 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Perigon Wealth Management first reported a position in NDAQ in Q1 2020 and has held it in 14 quarters since. The position peaked at $639K in Q2 2021. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Perigon Wealth Management held 3,558 shares of Nasdaq worth $280K as of Q2 2026.
  • Perigon Wealth Management bought 599 Nasdaq shares in Q2 2026, an estimated $52.5K.
  • Nasdaq made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1157 holding.
  • Perigon Wealth Management first reported a position in Nasdaq in Q1 2020 and has held it in 14 quarters since.
  • Perigon Wealth Management's Nasdaq position peaked at $639K in Q2 2021.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.