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Clearstead Trust’s Nasdaq NDAQ Stock Holding History

Clearstead Trust’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 		$5.52K Buy
70
+33
+89% +$2.9K ﹤0.01% 758
2026
Q1 		$3.14K Buy
+37
New +$3.32K ﹤0.01% 830
2025
Q4 		– Sell
-9
Closed -$797 – 1346
2025
Q3 		$797 Hold
9
– – ﹤0.01% 1284
2025
Q2 		$805 Buy
+9
New +$718 ﹤0.01% 1225

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

Clearstead Trust's NDAQ Position: Q2 2026 in Review

Clearstead Trust increased its Nasdaq (NDAQ) stake by 89% in Q2 2026, buying an estimated $2.9K and bringing the position to 70 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Clearstead Trust first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Clearstead Trust held 70 shares of Nasdaq worth $5.52K as of Q2 2026.
  • Clearstead Trust bought 33 Nasdaq shares in Q2 2026, an estimated $2.9K.
  • Nasdaq made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #758 holding.
  • Clearstead Trust first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.