CA
NDAQ icon

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
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 $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

Claro Advisors's NDAQ Position: Q1 2026 in Review

Claro Advisors increased its Nasdaq (NDAQ) stake by 4.7% in Q1 2026, buying an estimated $13.2K and bringing the position to 3,308 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #391.

Claro Advisors first reported a position in NDAQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Claro Advisors held 3,308 shares of Nasdaq worth $281K as of Q1 2026.
  • Claro Advisors bought 147 Nasdaq shares in Q1 2026, an estimated $13.2K.
  • Nasdaq made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #391 holding.
  • Claro Advisors first reported a position in Nasdaq in Q3 2024 and has held it in 7 quarters since.
  • Claro Advisors's Nasdaq position peaked at $307K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.