Wealth Alliance
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
Q3 		$558K Buy
+6,068
New +$567K 0.04% 288
2026
Q2 		– Sell
-5,282
Closed -$448K – 606
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Alliance's NDAQ Position: Q3 2026 in Review

Wealth Alliance opened a new position in Nasdaq (NDAQ) in Q3 2026: 6,068 shares worth $558K. The stake represents 0.04% of the portfolio and ranks #288 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in NDAQ as recently as Q1 2026.

Wealth Alliance first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. 947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Wealth Alliance held 6,068 shares of Nasdaq worth $558K as of Q3 2026.
  • Nasdaq was a new Wealth Alliance position in Q3 2026.
  • Nasdaq made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #288 holding.
  • Wealth Alliance first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • 947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.