Rise Advisors’s Nasdaq NDAQ Stock Holding History

Rise 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
2025 Q4	–	Sell	-266	Closed	-$23.5K	–	965
2025 Q3	$23.5K	Buy	266 +6	+2%	+$556	0.01%	487
2025 Q2	$23.2K	Buy	260 +25	+11%	+$2K	0.01%	451
2025 Q1	$17.8K	Buy	+235	New	+$18.5K	0.01%	568

Other funds holding NDAQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rise Advisors's NDAQ Position: Q4 2025 in Review

Rise Advisors sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 266 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in NDAQ in Q1 2025 and held it in 3 quarters. The position peaked at $23.5K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

Rise Advisors reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 266 Nasdaq shares in Q4 2025, an estimated $23.5K.
Rise Advisors first reported a position in Nasdaq in Q1 2025 and held it in 3 quarters.
Rise Advisors's Nasdaq position peaked at $23.5K in Q3 2025.
1,096 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.