Dynamic Advisor Solutions’s Nasdaq NDAQ Stock Holding History

Dynamic Advisor Solutions’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	$290K	Buy	3,675 +717	+24%	+$62.9K	0.01%	872
2026 Q1	$251K	Buy	2,958 +74	+3%	+$6.63K	0.01%	861
2025 Q4	$280K	Sell	2,884 -255	-8%	-$22.9K	0.01%	802
2025 Q3	$278K	Buy	3,139 +139	+5%	+$12.9K	0.01%	795
2025 Q2	$268K	Sell	3,000 -7	-0.2%	-$559	0.01%	779
2025 Q1	$228K	Buy	3,007 +86	+3%	+$6.77K	0.01%	781
2024 Q4	$226K	Sell	2,921 -1	-0%	-$77	0.01%	593
2024 Q3	$213K	Buy	+2,922	New	+$199K	0.01%	863
2023 Q2	–	Sell	-11,396	Closed	-$623K	–	833
2023 Q1	$623K	Buy	11,396 +1,185	+12%	+$68.5K	0.04%	421
2022 Q4	$626K	Buy	+10,211	New	+$636K	0.04%	388

Other funds holding NDAQ

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Dynamic Advisor Solutions's NDAQ Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Nasdaq (NDAQ) stake by 24% in Q2 2026, buying an estimated $62.9K and bringing the position to 3,675 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #872.

Dynamic Advisor Solutions first reported a position in NDAQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $626K in Q4 2022. 130 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Dynamic Advisor Solutions held 3,675 shares of Nasdaq worth $290K as of Q2 2026.
Dynamic Advisor Solutions bought 717 Nasdaq shares in Q2 2026, an estimated $62.9K.
Nasdaq made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #872 holding.
Dynamic Advisor Solutions first reported a position in Nasdaq in Q4 2022 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Nasdaq position peaked at $626K in Q4 2022.
130 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.