Caldwell Sutter Capital’s Nasdaq NDAQ Stock Holding History

Caldwell Sutter Capital’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	$236K	Hold	3,000	–	–	0.09%	198
2026 Q1	$255K	Hold	3,000	–	–	0.1%	186
2025 Q4	$291K	Hold	3,000	–	–	0.12%	165
2025 Q3	$265K	Hold	3,000	–	–	0.11%	171
2025 Q2	$268K	Hold	3,000	–	–	0.12%	164
2025 Q1	$228K	Hold	3,000	–	–	0.11%	179
2024 Q4	$232K	Hold	3,000	–	–	0.11%	185
2024 Q3	$219K	Hold	3,000	–	–	0.1%	195
2024 Q2	$181K	Hold	3,000	–	–	0.09%	208
2024 Q1	$189K	Hold	3,000	–	–	0.09%	208
2023 Q4	$174K	Hold	3,000	–	–	0.09%	211
2023 Q3	$146K	Hold	3,000	–	–	0.08%	218
2023 Q2	$150K	Hold	3,000	–	–	0.08%	211
2023 Q1	$164K	Hold	3,000	–	–	0.12%	150
2022 Q4	$184K	Buy	+3,000	New	+$187K	0.16%	105

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caldwell Sutter Capital's NDAQ Position: Q2 2026 in Review

Caldwell Sutter Capital held its Nasdaq (NDAQ) position steady in Q2 2026 at 3,000 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #198.

Caldwell Sutter Capital first reported a position in NDAQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $291K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Caldwell Sutter Capital held 3,000 shares of Nasdaq worth $236K as of Q2 2026.
Caldwell Sutter Capital left its Nasdaq share count unchanged in Q2 2026.
Nasdaq made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #198 holding.
Caldwell Sutter Capital first reported a position in Nasdaq in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Nasdaq position peaked at $291K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.