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SageView Advisory Group’s Nasdaq NDAQ Stock Holding History

SageView Advisory Group’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 		– Sell
-202
Closed -$19.6K – 1773
2025
Q4 		$19.6K Buy
+202
New +$18.2K ﹤0.01% 1459
2024
Q3 		– Sell
-4,213
Closed -$254K – 545
2024
Q2 		$254K Buy
+4,213
New +$255K 0.01% 480
2024
Q1 		– Sell
-4,434
Closed -$259K – 685
2023
Q4 		$259K Buy
+4,434
New +$234K 0.01% 555

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

SageView Advisory Group's NDAQ Position: Q1 2026 in Review

SageView Advisory Group sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 202 shares — an estimated $19.6K sold.

SageView Advisory Group first reported a position in NDAQ in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • SageView Advisory Group reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 202 Nasdaq shares in Q1 2026, an estimated $19.6K.
  • SageView Advisory Group first reported a position in Nasdaq in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's Nasdaq position peaked at $259K in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.