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Clarus Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Clarus Wealth 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 		– Sell
-18,936
Closed -$1.64M – 93
2026
Q1 		$1.64M Buy
18,936
+1,357
+8% +$122K 0.7% 50
2025
Q4 		$1.74M Buy
17,579
+584
+3% +$52.5K 0.72% 47
2025
Q3 		$1.49M Buy
16,995
+2,297
+16% +$213K 0.66% 51
2025
Q2 		$1.3M Buy
14,698
+2,456
+20% +$196K 0.6% 51
2025
Q1 		$881K Buy
12,242
+1,546
+14% +$122K 0.47% 53
2024
Q4 		$815K Buy
10,696
+1,500
+16% +$116K 0.41% 61
2024
Q3 		$652K Sell
9,196
-958
-9% -$65.4K 0.33% 64
2024
Q2 		$626K Buy
10,154
+493
+5% +$29.9K 0.33% 62
2024
Q1 		$609K Buy
+9,661
New +$559K 0.34% 65
2023
Q1 		– Sell
-7,170
Closed -$448K – 142
2022
Q4 		$448K Sell
7,170
-365
-5% -$22.7K 0.29% 70
2022
Q3 		$435K Sell
7,535
-1,081
-13% -$63.6K 0.31% 64
2022
Q2 		$453K Buy
8,616
+609
+8% +$32.2K 0.32% 61
2022
Q1 		$487K Buy
8,007
+852
+12% +$50.4K 0.3% 54
2021
Q4 		$461K Buy
+7,155
New +$487K 0.27% 61
2019
Q3 		– Sell
-447
Closed -$14K – 415
2019
Q2 		$14K Hold
447
– – 0.01% 406
2019
Q1 		$13K Buy
447
+3
+0.7% +$85 0.01% 487
2018
Q4 		$12K Sell
444
-1,473
-77% -$42K 0.02% 480
2018
Q3 		$55K Buy
1,917
+1,059
+123% +$32.6K 0.04% 281
2018
Q2 		$25K Buy
+858
New +$25.8K 0.02% 394

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

Clarus Wealth Advisors's NDAQ Position: Q2 2026 in Review

Clarus Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 18,936 shares — an estimated $1.64M sold.

Clarus Wealth Advisors first reported a position in NDAQ in Q2 2018 and held it in 19 quarters. The position peaked at $1.74M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Clarus Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 18,936 Nasdaq shares in Q2 2026, an estimated $1.64M.
  • Clarus Wealth Advisors first reported a position in Nasdaq in Q2 2018 and held it in 19 quarters.
  • Clarus Wealth Advisors's Nasdaq position peaked at $1.74M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.