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Halbert Hargrove Global Advisors’s Nasdaq NDAQ Stock Holding History

Halbert Hargrove Global 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 		$300 Buy
+4
New +$351 ﹤0.01% 599
2025
Q3 		– Sell
-62
Closed -$5.54K – 741
2025
Q2 		$5.54K Buy
+62
New +$4.95K ﹤0.01% 257

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

Halbert Hargrove Global Advisors's NDAQ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Nasdaq (NDAQ) in Q2 2026: 4 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in NDAQ as recently as Q2 2025.

Halbert Hargrove Global Advisors first reported a position in NDAQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.54K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of Nasdaq worth $300 as of Q2 2026.
  • Nasdaq was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Nasdaq made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #599 holding.
  • Halbert Hargrove Global Advisors first reported a position in Nasdaq in Q2 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Nasdaq position peaked at $5.54K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.