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Bay Harbor Wealth Management’s Nasdaq NDAQ Stock Holding History

Bay Harbor 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 		$6.7K Buy
85
+28
+49% +$2.46K ﹤0.01% 360
2026
Q1 		$4.84K Buy
57
+13
+30% +$1.17K ﹤0.01% 353
2025
Q4 		$4.27K Buy
44
+14
+47% +$1.26K ﹤0.01% 320
2025
Q3 		$2.65K Buy
30
+8
+36% +$741 ﹤0.01% 314
2025
Q2 		$1.97K Buy
22
+14
+175% +$1.12K ﹤0.01% 314
2025
Q1 		$606 Buy
+8
New +$630 ﹤0.01% 391

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

Bay Harbor Wealth Management's NDAQ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Nasdaq (NDAQ) stake by 49% in Q2 2026, buying an estimated $2.46K and bringing the position to 85 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Bay Harbor Wealth Management first reported a position in NDAQ in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Bay Harbor Wealth Management held 85 shares of Nasdaq worth $6.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 28 Nasdaq shares in Q2 2026, an estimated $2.46K.
  • Nasdaq made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Bay Harbor Wealth Management first reported a position in Nasdaq in Q1 2025 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.