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Callan Family Office’s Nasdaq NDAQ Stock Holding History

Callan Family Office’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 		$911K Sell
10,734
-1,742
-14% -$156K 0.02% 590
2025
Q4 		$1.21M Buy
12,476
+3,943
+46% +$355K 0.03% 498
2025
Q3 		$755K Sell
8,533
-916
-10% -$84.8K 0.02% 429
2025
Q2 		$845K Buy
9,449
+3,096
+49% +$247K 0.03% 440
2025
Q1 		$482K Buy
6,353
+1,101
+21% +$86.6K 0.04% 331
2024
Q4 		$406K Buy
+5,252
New +$406K 0.03% 415

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

Callan Family Office's NDAQ Position: Q1 2026 in Review

Callan Family Office reduced its Nasdaq (NDAQ) stake by 14% in Q1 2026, selling an estimated $156K and leaving 10,734 shares worth $911K. The position accounts for 0.02% of the portfolio, ranked #590.

Callan Family Office first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Callan Family Office held 10,734 shares of Nasdaq worth $911K as of Q1 2026.
  • Callan Family Office sold 1,742 Nasdaq shares in Q1 2026, an estimated $156K.
  • Nasdaq made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #590 holding.
  • Callan Family Office first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Nasdaq position peaked at $1.21M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.