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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
2022
Q1 		– Sell
-38,400
Closed -$603K – 640
2021
Q4 		$603K Sell
38,400
-1,200
-3% -$81.7K 0.04% 302
2021
Q3 		$444K Buy
+39,600
New +$2.49M 0.04% 329

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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.