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Wellington-Altus USA’s Nasdaq NDAQ Stock Holding History

Wellington-Altus USA’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 		$120K Buy
1,412
+666
+89% +$58.4K 0.09% 185
2026
Q1 		$58.8K Sell
746
-666
-47% -$59.7K 0.03% 315
2025
Q4 		$137K Buy
+1,412
New +$127K 0.1% 161

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 $3.37T 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

Wellington-Altus USA's NDAQ Position: Q2 2026 in Review

Wellington-Altus USA increased its Nasdaq (NDAQ) stake by 89% in Q2 2026, buying an estimated $58.4K and bringing the position to 1,412 shares worth $120K. The position accounts for 0.09% of the portfolio, ranked #185.

Wellington-Altus USA first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $137K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Wellington-Altus USA held 1,412 shares of Nasdaq worth $120K as of Q2 2026.
  • Wellington-Altus USA bought 666 Nasdaq shares in Q2 2026, an estimated $58.4K.
  • Nasdaq made up 0.09% of Wellington-Altus USA's portfolio in Q2 2026, its #185 holding.
  • Wellington-Altus USA first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Nasdaq position peaked at $137K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.