Beaton Management Company’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$662K Hold
7,800
0.29% 77
2025
Q4
$758K Hold
7,800
0.33% 75
2025
Q3
$690K Hold
7,800
0.31% 76
2025
Q2
$697K Hold
7,800
0.34% 75
2025
Q1
$592K Hold
7,800
0.31% 77
2024
Q4
$603K Hold
7,800
0.3% 79
2024
Q3
$569K Hold
7,800
0.29% 82
2024
Q2
$470K Hold
7,800
0.25% 88
2024
Q1
$492K Hold
7,800
0.27% 87
2023
Q4
$453K Hold
7,800
0.27% 89
2023
Q3
$379K Hold
7,800
0.25% 89
2023
Q2
$389K Hold
7,800
0.25% 88
2023
Q1
$426K Hold
7,800
0.29% 83
2022
Q4
$479K Hold
7,800
0.32% 78
2022
Q3
$442K Hold
7,800
0.33% 77
2022
Q2
$397K Hold
7,800
0.28% 87
2022
Q1
$463K Hold
7,800
0.29% 83
2021
Q4
$546K Hold
7,800
0.33% 78
2021
Q3
$502K Hold
7,800
0.33% 77
2021
Q2
$457K Hold
7,800
0.29% 87
2021
Q1
$383K Hold
7,800
0.26% 88
2020
Q4
$345K Hold
7,800
0.25% 92
2020
Q3
$319K Hold
7,800
0.26% 87
2020
Q2
$311K Hold
7,800
0.28% 86
2020
Q1
$247K Hold
7,800
0.25% 93
2019
Q4
$278K Hold
7,800
0.22% 99
2019
Q3
$258K Hold
7,800
0.21% 108
2019
Q2
$250K Hold
7,800
0.21% 106
2019
Q1
$227K Hold
7,800
0.2% 110
2018
Q4
$212K Hold
7,800
0.21% 106
2018
Q3
$223K Hold
7,800
0.18% 114
2018
Q2
$237K Hold
7,800
0.21% 107
2018
Q1
$224K Hold
7,800
0.21% 106
2017
Q4
$200K Hold
7,800
0.18% 113
2017
Q3
$202K Buy
+7,800
New +$194K 0.19% 111

Other funds holding NDAQ

Beaton Management Company's NDAQ Position: Q1 2026 in Review

Beaton Management Company held its Nasdaq (NDAQ) position steady in Q1 2026 at 7,800 shares worth $662K. The position accounts for 0.29% of the portfolio, ranked #77.

Beaton Management Company first reported a position in NDAQ in Q3 2017 and has held it in 35 quarters since. The position peaked at $758K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Beaton Management Company held 7,800 shares of Nasdaq worth $662K as of Q1 2026.
  • Beaton Management Company left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up 0.29% of Beaton Management Company's portfolio in Q1 2026, its #77 holding.
  • Beaton Management Company first reported a position in Nasdaq in Q3 2017 and has held it in 35 quarters since.
  • Beaton Management Company's Nasdaq position peaked at $758K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.