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Caerus Investment Advisors’s Nasdaq NDAQ Stock Holding History

Caerus 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
Q1 		– Sell
-2,649
Closed -$257K – 344
2025
Q4 		$257K Sell
2,649
-5,441
-67% -$489K 0.08% 262
2025
Q3 		$716K Buy
+8,090
New +$749K 0.29% 67

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

Caerus Investment Advisors's NDAQ Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 2,649 shares — an estimated $257K sold.

Caerus Investment Advisors first reported a position in NDAQ in Q3 2025 and held it in 2 quarters. The position peaked at $716K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,649 Nasdaq shares in Q1 2026, an estimated $257K.
  • Caerus Investment Advisors first reported a position in Nasdaq in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Nasdaq position peaked at $716K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.