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Basecamp Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Basecamp Wealth 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 		$29.6K Sell
375
-2
-0.5% -$175 0.01% 686
2026
Q1 		$32K Buy
377
+17
+5% +$1.52K 0.01% 669
2025
Q4 		$35K Buy
+360
New +$32.4K 0.01% 620

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

Basecamp Wealth Advisors's NDAQ Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Nasdaq (NDAQ) stake by 0.53% in Q2 2026, selling an estimated $175 and leaving 375 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #686.

Basecamp Wealth Advisors first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $35K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Basecamp Wealth Advisors held 375 shares of Nasdaq worth $29.6K as of Q2 2026.
  • Basecamp Wealth Advisors sold 2 Nasdaq shares in Q2 2026, an estimated $175.
  • Nasdaq made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #686 holding.
  • Basecamp Wealth Advisors first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Nasdaq position peaked at $35K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.