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CBIZ Investment Advisory Services’s Nasdaq NDAQ Stock Holding History

CBIZ Investment Advisory Services’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 		$2.29K Sell
27
-7
-21% -$627 ﹤0.01% 322
2025
Q4 		$3.3K Sell
34
-16
-32% -$1.44K ﹤0.01% 577
2025
Q3 		$4.42K Buy
50
+40
+400% +$3.71K ﹤0.01% 463
2025
Q2 		$894 Buy
+10
New +$798 ﹤0.01% 608

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

CBIZ Investment Advisory Services's NDAQ Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Nasdaq (NDAQ) stake by 21% in Q1 2026, selling an estimated $627 and leaving 27 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

CBIZ Investment Advisory Services first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.42K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • CBIZ Investment Advisory Services held 27 shares of Nasdaq worth $2.29K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 7 Nasdaq shares in Q1 2026, an estimated $627.
  • Nasdaq made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #322 holding.
  • CBIZ Investment Advisory Services first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Nasdaq position peaked at $4.42K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.