Capital Advisors Ltd’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $144K | Buy |
1,825
+1,418
| +348% | +$124K | 0.01% | 344 |
|
|
2026
Q1 | $35K | Hold |
407
| – | – | ﹤0.01% | 566 |
|
|
2025
Q4 | $40K | Hold |
407
| – | – | ﹤0.01% | 533 |
|
|
2025
Q3 | $36K | Hold |
407
| – | – | ﹤0.01% | 541 |
|
|
2025
Q2 | $36K | Sell |
407
-5
| -1% | -$399 | ﹤0.01% | 534 |
|
|
2025
Q1 | $31K | Hold |
412
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $32K | Hold |
412
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $30K | Buy |
412
+9
| +2% | +$614 | ﹤0.01% | 550 |
|
|
2024
Q2 | $24K | Buy |
403
+137
| +52% | +$8.3K | ﹤0.01% | 573 |
|
|
2024
Q1 | $17K | Buy |
266
+139
| +109% | +$8.04K | ﹤0.01% | 614 |
|
|
2023
Q4 | $7K | Buy |
+127
| New | +$6.7K | ﹤0.01% | 760 |
|
|
2023
Q2 | – | Sell |
-192
| Closed | -$10K | – | 1457 |
|
|
2023
Q1 | $10K | Sell |
192
-398
| -67% | -$23K | ﹤0.01% | 561 |
|
|
2022
Q4 | $36K | Sell |
590
-14
| -2% | -$872 | 0.01% | 405 |
|
|
2022
Q3 | $34K | Buy |
604
+361
| +149% | +$21.2K | 0.01% | 398 |
|
|
2022
Q2 | $12K | Hold |
243
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $14K | Hold |
243
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $17K | Hold |
243
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $16K | Hold |
243
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $14K | Hold |
243
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $12K | Hold |
243
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $11K | Hold |
243
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $10K | Hold |
243
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $10K | Hold |
243
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $8K | Hold |
243
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $9K | Hold |
243
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $8K | Hold |
243
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $8K | Hold |
243
| – | – | ﹤0.01% | 388 |
|
|
2019
Q1 | $7K | Hold |
243
| – | – | ﹤0.01% | 389 |
|
|
2018
Q4 | $7K | Hold |
243
| – | – | ﹤0.01% | 392 |
|
|
2018
Q3 | $7K | Hold |
243
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $7K | Hold |
243
| – | – | ﹤0.01% | 344 |
|
|
2017
Q4 | $6K | Hold |
243
| – | – | ﹤0.01% | 360 |
|
|
2017
Q3 | $6K | Hold |
243
| – | – | ﹤0.01% | 359 |
|
|
2017
Q2 | $6K | Hold |
243
| – | – | ﹤0.01% | 359 |
|
|
2017
Q1 | $6K | Hold |
243
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $5K | Buy |
+243
| New | +$5.36K | ﹤0.01% | 347 |
|
Other funds holding NDAQ
IA
Capital Advisors Ltd's NDAQ Position: Q2 2026 in Review
Capital Advisors Ltd increased its Nasdaq (NDAQ) stake by 348% in Q2 2026, buying an estimated $124K and bringing the position to 1,825 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #344.
Capital Advisors Ltd first reported a position in NDAQ in Q4 2016 and has held it in 37 quarters since. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.
- Capital Advisors Ltd held 1,825 shares of Nasdaq worth $144K as of Q2 2026.
- Capital Advisors Ltd bought 1,418 Nasdaq shares in Q2 2026, an estimated $124K.
- Nasdaq made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #344 holding.
- Capital Advisors Ltd first reported a position in Nasdaq in Q4 2016 and has held it in 37 quarters since.
- 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.