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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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's NDAQ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Nasdaq (NDAQ) stake by 39% in Q1 2026, buying an estimated $154K and bringing the position to 6,068 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Beacon Pointe Advisors first reported a position in NDAQ in Q1 2024 and has held it in 6 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Beacon Pointe Advisors held 6,068 shares of Nasdaq worth $515K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,715 Nasdaq shares in Q1 2026, an estimated $154K.
  • Nasdaq made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1284 holding.
  • Beacon Pointe Advisors first reported a position in Nasdaq in Q1 2024 and has held it in 6 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.