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Bell Investment Advisors’s Nasdaq NDAQ Stock Holding History

Bell Investment 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 		$6.46K Sell
82
-5
-6% -$439 ﹤0.01% 873
2026
Q1 		$7.39K Sell
87
-93
-52% -$8.33K ﹤0.01% 806
2025
Q4 		$17.5K Buy
180
+99
+122% +$8.9K ﹤0.01% 490
2025
Q3 		$7.17K Buy
81
+5
+7% +$463 ﹤0.01% 762
2025
Q2 		$6.8K Sell
76
-13
-15% -$1.04K ﹤0.01% 837
2025
Q1 		$6.75K Buy
89
+7
+9% +$551 ﹤0.01% 770
2024
Q4 		$6.34K Buy
82
+6
+8% +$464 ﹤0.01% 810
2024
Q3 		$5.55K Buy
76
+7
+10% +$478 ﹤0.01% 879
2024
Q2 		$4.16K Hold
69
– – ﹤0.01% 1013
2024
Q1 		$4.35K Hold
69
– – ﹤0.01% 999
2023
Q4 		$4.01K Sell
69
-29
-30% -$1.53K ﹤0.01% 988
2023
Q3 		$4.76K Sell
98
-25
-20% -$1.27K ﹤0.01% 833
2023
Q2 		$6.13K Sell
123
-24
-16% -$1.3K ﹤0.01% 711
2023
Q1 		$8.04K Sell
147
-6
-4% -$347 ﹤0.01% 565
2022
Q4 		$9.39K Hold
153
– – ﹤0.01% 509
2022
Q3 		$9K Buy
153
+18
+13% +$1.06K ﹤0.01% 450
2022
Q2 		$7K Buy
+135
New +$7.14K ﹤0.01% 570
2021
Q4 		$7K Buy
99
+18
+22% +$1.23K ﹤0.01% 619
2021
Q3 		$5K Buy
+81
New +$5.1K ﹤0.01% 725

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

Bell Investment Advisors's NDAQ Position: Q2 2026 in Review

Bell Investment Advisors reduced its Nasdaq (NDAQ) stake by 5.7% in Q2 2026, selling an estimated $439 and leaving 82 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Bell Investment Advisors first reported a position in NDAQ in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.5K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Bell Investment Advisors held 82 shares of Nasdaq worth $6.46K as of Q2 2026.
  • Bell Investment Advisors sold 5 Nasdaq shares in Q2 2026, an estimated $439.
  • Nasdaq made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #873 holding.
  • Bell Investment Advisors first reported a position in Nasdaq in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Nasdaq position peaked at $17.5K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.