Claro Advisors
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
Q3 		$360K Buy
3,913
+634
+19% +$59.2K 0.04% 362
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Claro Advisors's NDAQ Position: Q3 2026 in Review

Claro Advisors increased its Nasdaq (NDAQ) stake by 19% in Q3 2026, buying an estimated $59.2K and bringing the position to 3,913 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #362.

Claro Advisors first reported a position in NDAQ in Q3 2024 and has held it in 9 quarters since. 947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Claro Advisors held 3,913 shares of Nasdaq worth $360K as of Q3 2026.
  • Claro Advisors bought 634 Nasdaq shares in Q3 2026, an estimated $59.2K.
  • Nasdaq made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #362 holding.
  • Claro Advisors first reported a position in Nasdaq in Q3 2024 and has held it in 9 quarters since.
  • 947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.