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Wealthspire Advisors (New York)’s Nasdaq NDAQ Stock Holding History

Wealthspire Advisors (New York)’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
-2,268
Closed -$220K – 1044
2025
Q4 		$220K Buy
2,268
+1,993
+725% +$179K ﹤0.01% 932
2025
Q3 		$24.3K Buy
+275
New +$25.5K ﹤0.01% 1576
2019
Q1 		– Sell
-345
Closed -$9K – 532
2018
Q4 		$9K Buy
+345
New +$9.83K ﹤0.01% 531

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

Wealthspire Advisors (New York)'s NDAQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,268 shares — an estimated $220K sold.

Wealthspire Advisors (New York) first reported a position in NDAQ in Q4 2018 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,268 Nasdaq shares in Q1 2026, an estimated $220K.
  • Wealthspire Advisors (New York) first reported a position in Nasdaq in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Nasdaq position peaked at $220K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.