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Sagespring Wealth Partners’s Nasdaq NDAQ Stock Holding History

Sagespring Wealth Partners’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 		$430K Sell
5,456
-134
-2% -$11.8K 0.01% 568
2026
Q1 		$475K Buy
5,590
+1,028
+23% +$92.1K 0.01% 510
2025
Q4 		$443K Buy
4,562
+45
+1% +$4.05K 0.01% 510
2025
Q3 		$400K Sell
4,517
-282
-6% -$26.1K 0.01% 518
2025
Q2 		$429K Buy
4,799
+1,108
+30% +$88.5K 0.01% 474
2025
Q1 		$280K Buy
3,691
+439
+13% +$34.5K 0.01% 539
2024
Q4 		$251K Buy
+3,252
New +$251K 0.01% 525

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

Sagespring Wealth Partners's NDAQ Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Nasdaq (NDAQ) stake by 2.4% in Q2 2026, selling an estimated $11.8K and leaving 5,456 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #568.

Sagespring Wealth Partners first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Sagespring Wealth Partners held 5,456 shares of Nasdaq worth $430K as of Q2 2026.
  • Sagespring Wealth Partners sold 134 Nasdaq shares in Q2 2026, an estimated $11.8K.
  • Nasdaq made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #568 holding.
  • Sagespring Wealth Partners first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Nasdaq position peaked at $475K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.