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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
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 $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

Sagespring Wealth Partners's NDAQ Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Nasdaq (NDAQ) stake by 23% in Q1 2026, buying an estimated $92.1K and bringing the position to 5,590 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #510.

Sagespring Wealth Partners first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. 1,088 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Sagespring Wealth Partners held 5,590 shares of Nasdaq worth $475K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,028 Nasdaq shares in Q1 2026, an estimated $92.1K.
  • Nasdaq made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #510 holding.
  • Sagespring Wealth Partners first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.