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Catherine Avery Investment Management’s Nasdaq NDAQ Stock Holding History

Catherine Avery Investment Management’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 		$8.83K Hold
112
– – ﹤0.01% 122
2026
Q1 		$9.51K Hold
112
– – ﹤0.01% 87
2025
Q4 		$10.9K Hold
112
– – 0.01% 95
2025
Q3 		$9.91K Hold
112
– – 0.01% 100
2025
Q2 		$10K Hold
112
– – 0.01% 100
2025
Q1 		$8.5K Hold
112
– – 0.01% 101
2024
Q4 		$8.66K Buy
+112
New +$8.66K 0.01% 97

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 $3.37T AUM 44.26% 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

Catherine Avery Investment Management's NDAQ Position: Q2 2026 in Review

Catherine Avery Investment Management held its Nasdaq (NDAQ) position steady in Q2 2026 at 112 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Catherine Avery Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Catherine Avery Investment Management held 112 shares of Nasdaq worth $8.83K as of Q2 2026.
  • Catherine Avery Investment Management left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #122 holding.
  • Catherine Avery Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Nasdaq position peaked at $10.9K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.