Jackson Grant Investment Advisers’s Nasdaq NDAQ Stock Holding History

Jackson Grant Investment Advisers’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	$2.37K	Hold	30	–	–	﹤0.01%	390
2026 Q1	$2.55K	Hold	30	–	–	﹤0.01%	378
2025 Q4	$2.91K	Hold	30	–	–	﹤0.01%	371
2025 Q3	$2.65K	Hold	30	–	–	﹤0.01%	385
2025 Q2	$2.68K	Hold	30	–	–	﹤0.01%	355
2025 Q1	$2.28K	Hold	30	–	–	﹤0.01%	354
2024 Q4	$2.32K	Hold	30	–	–	﹤0.01%	367
2024 Q3	$2.19K	Hold	30	–	–	﹤0.01%	375
2024 Q2	$1.81K	Hold	30	–	–	﹤0.01%	375
2024 Q1	$1.89K	Hold	30	–	–	﹤0.01%	363
2023 Q4	$1.74K	Hold	30	–	–	﹤0.01%	359
2023 Q3	$1.46K	Hold	30	–	–	﹤0.01%	365
2023 Q2	$1.5K	Hold	30	–	–	﹤0.01%	390
2023 Q1	$1.64K	Buy	+30	New	+$1.73K	﹤0.01%	412

Other funds holding NDAQ

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

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

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

Jackson Grant Investment Advisers's NDAQ Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Nasdaq (NDAQ) position steady in Q2 2026 at 30 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Jackson Grant Investment Advisers first reported a position in NDAQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.91K in Q4 2025. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Jackson Grant Investment Advisers held 30 shares of Nasdaq worth $2.37K as of Q2 2026.
Jackson Grant Investment Advisers left its Nasdaq share count unchanged in Q2 2026.
Nasdaq made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #390 holding.
Jackson Grant Investment Advisers first reported a position in Nasdaq in Q1 2023 and has held it in 14 quarters since.
Jackson Grant Investment Advisers's Nasdaq position peaked at $2.91K in Q4 2025.
398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.