Atlas Capital Advisors’s Nasdaq NDAQ Stock Holding History

Atlas Capital Advisors’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	$43K	Buy	+545	New	+$47.8K	﹤0.01%	747
2021 Q2	–	Sell	-8,094	Closed	-$398K	–	957
2021 Q1	$398K	Hold	8,094	–	–	0.08%	225
2020 Q4	$358K	Sell	8,094 -1,722	-18%	-$72.9K	0.08%	225
2020 Q3	$402K	Hold	9,816	–	–	0.1%	211
2020 Q2	$391K	Hold	9,816	–	–	0.09%	212
2020 Q1	$311K	Sell	9,816 -1,476	-13%	-$52.3K	0.09%	212
2019 Q4	$403K	Hold	11,292	–	–	0.1%	217
2019 Q3	$374K	Buy	11,292 +1,500	+15%	+$49.9K	0.11%	225
2019 Q2	$314K	Sell	9,792 -1,734	-15%	-$53.1K	0.1%	231
2019 Q1	$336K	Sell	11,526 -3,600	-24%	-$103K	0.12%	196
2018 Q4	$411K	Sell	15,126 -3,951	-21%	-$113K	0.16%	163
2018 Q3	$545K	Buy	19,077 +9,285	+95%	+$286K	0.18%	152
2018 Q2	$308K	Sell	9,792 -2,196	-18%	-$66K	0.11%	224
2018 Q1	$345K	Buy	+11,988	New	+$324K	0.11%	233

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atlas Capital Advisors's NDAQ Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in Nasdaq (NDAQ) in Q2 2026: 545 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in NDAQ as recently as Q1 2021.

Atlas Capital Advisors first reported a position in NDAQ in Q1 2018 and has held it in 14 quarters since. The position peaked at $545K in Q3 2018. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Atlas Capital Advisors held 545 shares of Nasdaq worth $43K as of Q2 2026.
Nasdaq was a new Atlas Capital Advisors position in Q2 2026.
Nasdaq made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #747 holding.
Atlas Capital Advisors first reported a position in Nasdaq in Q1 2018 and has held it in 14 quarters since.
Atlas Capital Advisors's Nasdaq position peaked at $545K in Q3 2018.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.