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Excelsior Advisor Network’s Nasdaq NDAQ Stock Holding History

Excelsior Advisor Network’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 		$862K Buy
+10,930
New +$959K 0.11% 183

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

Excelsior Advisor Network's NDAQ Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Nasdaq (NDAQ) in Q2 2026: 10,930 shares worth $862K. The stake represents 0.11% of the portfolio and ranks #183 among its holdings.

1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Excelsior Advisor Network held 10,930 shares of Nasdaq worth $862K as of Q2 2026.
  • Nasdaq was a new Excelsior Advisor Network position in Q2 2026.
  • Nasdaq made up 0.11% of Excelsior Advisor Network's portfolio in Q2 2026, its #183 holding.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.