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Beacon Pointe Advisors’s Nasdaq NDAQ Stock Holding History

Beacon Pointe 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 		$365K Sell
4,636
-1,432
-24% -$126K ﹤0.01% 1496
2026
Q1 		$515K Buy
6,068
+1,715
+39% +$154K ﹤0.01% 1284
2025
Q4 		$423K Buy
4,353
+1,822
+72% +$164K ﹤0.01% 1126
2025
Q3 		$224K Sell
2,531
-1,983
-44% -$184K ﹤0.01% 1281
2025
Q2 		$404K Buy
+4,514
New +$360K ﹤0.01% 956
2024
Q4 		– Sell
-2,773
Closed -$202K – 1254
2024
Q3 		$202K Buy
+2,773
New +$189K ﹤0.01% 1154
2024
Q2 		– Sell
-3,188
Closed -$201K – 1351
2024
Q1 		$201K Buy
+3,188
New +$184K ﹤0.01% 1264

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

Beacon Pointe Advisors's NDAQ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Nasdaq (NDAQ) stake by 24% in Q2 2026, selling an estimated $126K and leaving 4,636 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Beacon Pointe Advisors first reported a position in NDAQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Beacon Pointe Advisors held 4,636 shares of Nasdaq worth $365K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,432 Nasdaq shares in Q2 2026, an estimated $126K.
  • Nasdaq made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1496 holding.
  • Beacon Pointe Advisors first reported a position in Nasdaq in Q1 2024 and has held it in 7 quarters since.
  • Beacon Pointe Advisors's Nasdaq position peaked at $515K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.