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Concurrent Investment Advisors’s Nasdaq NDAQ Stock Holding History

Concurrent Investment 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 		$2.29M Sell
29,094
-2,242
-7% -$197K 0.02% 677
2026
Q1 		$2.66M Buy
31,336
+1,340
+4% +$120K 0.03% 527
2025
Q4 		$2.91M Buy
29,996
+1,271
+4% +$114K 0.03% 465
2025
Q3 		$2.54M Sell
28,725
-277
-1% -$25.7K 0.04% 397
2025
Q2 		$2.59M Buy
29,002
+10,771
+59% +$860K 0.05% 367
2025
Q1 		$1.38M Buy
18,231
+6,708
+58% +$528K 0.03% 453
2024
Q4 		$891K Buy
11,523
+29
+0.3% +$2.24K 0.02% 524
2024
Q3 		$839K Sell
11,494
-108
-0.9% -$7.37K 0.02% 508
2024
Q2 		$699K Sell
11,602
-139
-1% -$8.42K 0.02% 514
2024
Q1 		$741K Sell
11,741
-1,562
-12% -$90.4K 0.03% 449
2023
Q4 		$773K Buy
+13,303
New +$701K 0.04% 382

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Concurrent Investment Advisors's NDAQ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Nasdaq (NDAQ) stake by 7.2% in Q2 2026, selling an estimated $197K and leaving 29,094 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #677.

Concurrent Investment Advisors first reported a position in NDAQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2025. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Concurrent Investment Advisors held 29,094 shares of Nasdaq worth $2.29M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,242 Nasdaq shares in Q2 2026, an estimated $197K.
  • Nasdaq made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #677 holding.
  • Concurrent Investment Advisors first reported a position in Nasdaq in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Nasdaq position peaked at $2.91M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.