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Aprio Wealth Management’s Nasdaq NDAQ Stock Holding History

Aprio Wealth Management’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 		$318K Sell
4,031
-189
-4% -$16.6K 0.02% 493
2026
Q1 		$358K Buy
4,220
+769
+22% +$68.9K 0.02% 445
2025
Q4 		$358K Buy
+3,451
New +$310K 0.02% 387

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Aprio Wealth Management's NDAQ Position: Q2 2026 in Review

Aprio Wealth Management reduced its Nasdaq (NDAQ) stake by 4.5% in Q2 2026, selling an estimated $16.6K and leaving 4,031 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #493.

Aprio Wealth Management first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q1 2026. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Aprio Wealth Management held 4,031 shares of Nasdaq worth $318K as of Q2 2026.
  • Aprio Wealth Management sold 189 Nasdaq shares in Q2 2026, an estimated $16.6K.
  • Nasdaq made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Aprio Wealth Management first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's Nasdaq position peaked at $358K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.