WA
NDAQ icon

Wealth Alliance’s Nasdaq NDAQ Stock Holding History

Wealth Alliance’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 		$448K Sell
5,282
-215
-4% -$19.3K 0.04% 318
2025
Q4 		$534K Buy
+5,497
New +$494K 0.05% 287

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

Wealth Alliance's NDAQ Position: Q1 2026 in Review

Wealth Alliance reduced its Nasdaq (NDAQ) stake by 3.9% in Q1 2026, selling an estimated $19.3K and leaving 5,282 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #318.

Wealth Alliance first reported a position in NDAQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $534K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Wealth Alliance held 5,282 shares of Nasdaq worth $448K as of Q1 2026.
  • Wealth Alliance sold 215 Nasdaq shares in Q1 2026, an estimated $19.3K.
  • Nasdaq made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #318 holding.
  • Wealth Alliance first reported a position in Nasdaq in Q4 2025 and has held it in 2 quarters since.
  • Wealth Alliance's Nasdaq position peaked at $534K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.