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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
Q2 		$821K Sell
10,417
-317
-3% -$27.8K 0.02% 659
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's NDAQ Position: Q2 2026 in Review

Callan Family Office reduced its Nasdaq (NDAQ) stake by 3% in Q2 2026, selling an estimated $27.8K and leaving 10,417 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #659.

Callan Family Office first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Callan Family Office held 10,417 shares of Nasdaq worth $821K as of Q2 2026.
  • Callan Family Office sold 317 Nasdaq shares in Q2 2026, an estimated $27.8K.
  • Nasdaq made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #659 holding.
  • Callan Family Office first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Nasdaq position peaked at $1.21M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.