GIA
NDAQ icon

Gladstone Institutional Advisory’s Nasdaq NDAQ Stock Holding History

Gladstone Institutional Advisory’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 		$594K Buy
7,538
+194
+3% +$17K 0.02% 538
2026
Q1 		$624K Buy
7,344
+729
+11% +$65.3K 0.02% 485
2025
Q4 		$643K Buy
6,615
+54
+0.8% +$4.86K 0.02% 451
2025
Q3 		$580K Sell
6,561
-980
-13% -$90.8K 0.02% 474
2025
Q2 		$674K Buy
7,541
+65
+0.9% +$5.19K 0.03% 423
2025
Q1 		$567K Sell
7,476
-38,801
-84% -$3.05M 0.03% 439
2024
Q4 		$3.58M Buy
46,277
+2,400
+5% +$186K 0.17% 145
2024
Q3 		$3.2M Buy
43,877
+38,427
+705% +$2.62M 0.16% 159
2024
Q2 		$328K Buy
5,450
+914
+20% +$55.4K 0.02% 518
2024
Q1 		$286K Buy
4,536
+767
+20% +$44.4K 0.02% 538
2023
Q4 		$219K Buy
+3,769
New +$199K 0.01% 606
2023
Q1 		– Sell
-3,264
Closed -$200K – 698
2022
Q4 		$200K Sell
3,264
-484
-13% -$30.1K 0.01% 605
2022
Q3 		$212K Buy
+3,748
New +$220K 0.02% 571

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

Gladstone Institutional Advisory's NDAQ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Nasdaq (NDAQ) stake by 2.6% in Q2 2026, buying an estimated $17K and bringing the position to 7,538 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #538.

Gladstone Institutional Advisory first reported a position in NDAQ in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.58M in Q4 2024. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Gladstone Institutional Advisory held 7,538 shares of Nasdaq worth $594K as of Q2 2026.
  • Gladstone Institutional Advisory bought 194 Nasdaq shares in Q2 2026, an estimated $17K.
  • Nasdaq made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #538 holding.
  • Gladstone Institutional Advisory first reported a position in Nasdaq in Q3 2022 and has held it in 13 quarters since.
  • Gladstone Institutional Advisory's Nasdaq position peaked at $3.58M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.