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Coastal Bridge Advisors’s Nasdaq NDAQ Stock Holding History

Coastal Bridge 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 		$830K Buy
9,775
+218
+2% +$19.5K 0.06% 241
2025
Q4 		$928K Buy
9,557
+12
+0.1% +$1.08K 0.07% 221
2025
Q3 		$844K Sell
9,545
-25
-0.3% -$2.32K 0.06% 228
2025
Q2 		$856K Buy
9,570
+118
+1% +$9.42K 0.07% 223
2025
Q1 		$717K Buy
+9,452
New +$744K 0.18% 129

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

Coastal Bridge Advisors's NDAQ Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Nasdaq (NDAQ) stake by 2.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 9,775 shares worth $830K. The position accounts for 0.06% of the portfolio, ranked #241.

Coastal Bridge Advisors first reported a position in NDAQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $928K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Coastal Bridge Advisors held 9,775 shares of Nasdaq worth $830K as of Q1 2026.
  • Coastal Bridge Advisors bought 218 Nasdaq shares in Q1 2026, an estimated $19.5K.
  • Nasdaq made up 0.06% of Coastal Bridge Advisors's portfolio in Q1 2026, its #241 holding.
  • Coastal Bridge Advisors first reported a position in Nasdaq in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Nasdaq position peaked at $928K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.