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Baltimore-Washington Financial Advisors’s Nasdaq NDAQ Stock Holding History

Baltimore-Washington Financial 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 		$13.5M Sell
170,923
-23,806
-12% -$2.09M 0.5% 56
2026
Q1 		$16.5M Buy
194,729
+855
+0.4% +$76.6K 0.71% 45
2025
Q4 		$18.8M Sell
193,874
-2,318
-1% -$208K 0.78% 44
2025
Q3 		$17.4M Buy
+196,192
New +$18.2M 0.74% 45

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

Baltimore-Washington Financial Advisors's NDAQ Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Nasdaq (NDAQ) stake by 12% in Q2 2026, selling an estimated $2.09M and leaving 170,923 shares worth $13.5M. The position accounts for 0.5% of the portfolio, ranked #56.

Baltimore-Washington Financial Advisors first reported a position in NDAQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 170,923 shares of Nasdaq worth $13.5M as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 23,806 Nasdaq shares in Q2 2026, an estimated $2.09M.
  • Nasdaq made up 0.5% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Nasdaq in Q3 2025 and has held it in 4 quarters since.
  • Baltimore-Washington Financial Advisors's Nasdaq position peaked at $18.8M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.