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Claro Advisors’s Nasdaq NDAQ Stock Holding History

Claro Advisors’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 		$258K Sell
3,279
-29
-0.9% -$2.54K 0.03% 449
2026
Q1 		$281K Buy
3,308
+147
+5% +$13.2K 0.03% 391
2025
Q4 		$307K Buy
3,161
+1
+0% +$90 0.04% 324
2025
Q3 		$280K Buy
3,160
+55
+2% +$5.09K 0.04% 326
2025
Q2 		$278K Buy
3,105
+208
+7% +$16.6K 0.05% 310
2025
Q1 		$220K Buy
2,897
+170
+6% +$13.4K 0.03% 459
2024
Q4 		$211K Sell
2,727
-60
-2% -$4.64K 0.03% 457
2024
Q3 		$203K Buy
+2,787
New +$190K 0.03% 483

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

Claro Advisors's NDAQ Position: Q2 2026 in Review

Claro Advisors reduced its Nasdaq (NDAQ) stake by 0.88% in Q2 2026, selling an estimated $2.54K and leaving 3,279 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #449.

Claro Advisors first reported a position in NDAQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $307K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Claro Advisors held 3,279 shares of Nasdaq worth $258K as of Q2 2026.
  • Claro Advisors sold 29 Nasdaq shares in Q2 2026, an estimated $2.54K.
  • Nasdaq made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #449 holding.
  • Claro Advisors first reported a position in Nasdaq in Q3 2024 and has held it in 8 quarters since.
  • Claro Advisors's Nasdaq position peaked at $307K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.