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Clearstead Advisors’s Nasdaq NDAQ Stock Holding History

Clearstead 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 		$230K Sell
2,711
-1,320
-33% -$118K ﹤0.01% 953
2025
Q4 		$392K Sell
4,031
-485
-11% -$43.6K ﹤0.01% 731
2025
Q3 		$399K Buy
4,516
+415
+10% +$38.4K 0.01% 697
2025
Q2 		$367K Buy
4,101
+1,370
+50% +$109K 0.01% 694
2025
Q1 		$207K Sell
2,731
-1,392
-34% -$110K ﹤0.01% 829
2024
Q4 		$319K Buy
4,123
+1,234
+43% +$95.4K ﹤0.01% 703
2024
Q3 		$211K Buy
2,889
+166
+6% +$11.3K ﹤0.01% 847
2024
Q2 		$164K Buy
2,723
+842
+45% +$51K ﹤0.01% 877
2024
Q1 		$114K Sell
1,881
-297
-14% -$17.2K 0.01% 580
2023
Q4 		$127K Sell
2,178
-2,346
-52% -$124K 0.01% 541
2023
Q3 		$220K Buy
4,524
+2,088
+86% +$106K 0.01% 554
2023
Q2 		$121K Buy
2,436
+162
+7% +$8.78K 0.01% 530
2023
Q1 		$124K Buy
2,274
+12
+0.5% +$693 0.01% 471
2022
Q4 		$139K Hold
2,262
– – 0.01% 434
2022
Q3 		$128K Buy
2,262
+168
+8% +$9.88K 0.01% 427
2022
Q2 		$106K Sell
2,094
-612
-23% -$32.4K 0.01% 492
2022
Q1 		$161K Hold
2,706
– – 0.01% 451
2021
Q4 		$189K Hold
2,706
– – 0.01% 405
2021
Q3 		$174K Buy
2,706
+2,685
+12,786% +$169K 0.01% 391
2021
Q2 		$1K Buy
+21
New +$1.16K ﹤0.01% 1173

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

Clearstead Advisors's NDAQ Position: Q1 2026 in Review

Clearstead Advisors reduced its Nasdaq (NDAQ) stake by 33% in Q1 2026, selling an estimated $118K and leaving 2,711 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Clearstead Advisors first reported a position in NDAQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $399K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Clearstead Advisors held 2,711 shares of Nasdaq worth $230K as of Q1 2026.
  • Clearstead Advisors sold 1,320 Nasdaq shares in Q1 2026, an estimated $118K.
  • Nasdaq made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #953 holding.
  • Clearstead Advisors first reported a position in Nasdaq in Q2 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Nasdaq position peaked at $399K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.