Frank Rimerman Advisors
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Frank Rimerman Advisors’s Nasdaq NDAQ Stock Holding History

Frank Rimerman 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
Q3 		$770K Buy
8,372
+12
+0.1% +$1.12K 0.04% 312
2026
Q2 		$659K Sell
8,360
-498
-6% -$43.7K 0.04% 344
2026
Q1 		$752K Buy
8,858
+298
+3% +$26.7K 0.05% 298
2025
Q4 		$831K Buy
8,560
+128
+2% +$11.5K 0.05% 269
2025
Q3 		$746K Buy
8,432
+6
+0.1% +$556 0.05% 277
2025
Q2 		$753K Sell
8,426
-443
-5% -$35.4K 0.05% 261
2025
Q1 		$673K Sell
8,869
-205
-2% -$16.1K 0.05% 258
2024
Q4 		$702K Buy
9,074
+342
+4% +$26.4K 0.05% 249
2024
Q3 		$638K Sell
8,732
-82
-0.9% -$5.6K 0.05% 287
2024
Q2 		$531K Buy
+8,814
New +$534K 0.04% 327

Other funds holding NDAQ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Frank Rimerman Advisors's NDAQ Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Nasdaq (NDAQ) stake by 0.14% in Q3 2026, buying an estimated $1.12K and bringing the position to 8,372 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #312.

Frank Rimerman Advisors first reported a position in NDAQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $831K in Q4 2025. 688 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Frank Rimerman Advisors held 8,372 shares of Nasdaq worth $770K as of Q3 2026.
  • Frank Rimerman Advisors bought 12 Nasdaq shares in Q3 2026, an estimated $1.12K.
  • Nasdaq made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #312 holding.
  • Frank Rimerman Advisors first reported a position in Nasdaq in Q2 2024 and has held it in 10 quarters since.
  • Frank Rimerman Advisors's Nasdaq position peaked at $831K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.