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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's NDAQ Position: Q1 2026 in Review

Perigon Wealth Management reduced its Nasdaq (NDAQ) stake by 44% in Q1 2026, selling an estimated $208K and leaving 2,959 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Perigon Wealth Management first reported a position in NDAQ in Q1 2020 and has held it in 13 quarters since. The position peaked at $639K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Perigon Wealth Management held 2,959 shares of Nasdaq worth $251K as of Q1 2026.
Perigon Wealth Management sold 2,320 Nasdaq shares in Q1 2026, an estimated $208K.
Nasdaq made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1090 holding.
Perigon Wealth Management first reported a position in Nasdaq in Q1 2020 and has held it in 13 quarters since.
Perigon Wealth Management's Nasdaq position peaked at $639K in Q2 2021.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.