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Wiser Advisor Group’s Nasdaq NDAQ Stock Holding History

Wiser Advisor Group’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 		$55.5K Buy
654
+2
+0.3% +$179 0.07% 85
2025
Q4 		$63.3K Buy
652
+2
+0.3% +$180 0.07% 83
2025
Q3 		$57.5K Buy
+650
New +$60.2K 0.07% 85
2025
Q2 		– Sell
-646
Closed -$49K – 177
2025
Q1 		$49K Buy
646
+2
+0.3% +$157 0.07% 96
2024
Q4 		$49.8K Buy
644
+2
+0.3% +$155 0.07% 98
2024
Q3 		$46.9K Buy
642
+1
+0.2% +$68 0.07% 99
2024
Q2 		$38.6K Buy
641
+4
+0.6% +$242 0.06% 107
2024
Q1 		$40.2K Buy
637
+2
+0.3% +$116 0.06% 107
2023
Q4 		$36.9K Buy
+635
New +$33.5K 0.06% 112

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

Wiser Advisor Group's NDAQ Position: Q1 2026 in Review

Wiser Advisor Group increased its Nasdaq (NDAQ) stake by 0.31% in Q1 2026, buying an estimated $179 and bringing the position to 654 shares worth $55.5K. The position accounts for 0.07% of the portfolio, ranked #85.

Wiser Advisor Group first reported a position in NDAQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $63.3K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Wiser Advisor Group held 654 shares of Nasdaq worth $55.5K as of Q1 2026.
  • Wiser Advisor Group bought 2 Nasdaq shares in Q1 2026, an estimated $179.
  • Nasdaq made up 0.07% of Wiser Advisor Group's portfolio in Q1 2026, its #85 holding.
  • Wiser Advisor Group first reported a position in Nasdaq in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Nasdaq position peaked at $63.3K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.