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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 $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.