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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
Q2 		$319K Buy
+4,044
New +$355K ﹤0.01% 974
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 $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s NDAQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Nasdaq (NDAQ) in Q2 2026: 4,044 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in NDAQ as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in NDAQ in Q4 2018 and has held it in 4 quarters since. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,044 shares of Nasdaq worth $319K as of Q2 2026.
  • Nasdaq was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #974 holding.
  • Wealthspire Advisors (New York) first reported a position in Nasdaq in Q4 2018 and has held it in 4 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.