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LRI Investments’s Nasdaq NDAQ Stock Holding History

LRI Investments’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 		$53.9K Buy
684
+91
+15% +$7.98K ﹤0.01% 547
2026
Q1 		$50.3K Hold
593
– – ﹤0.01% 514
2025
Q4 		$57.6K Sell
593
-4
-0.7% -$360 ﹤0.01% 519
2025
Q3 		$52.8K Sell
597
-128
-18% -$11.9K ﹤0.01% 545
2025
Q2 		$64.8K Sell
725
-94
-11% -$7.5K 0.01% 509
2025
Q1 		$62.1K Hold
819
– – 0.01% 506
2024
Q4 		$63.3K Hold
819
– – 0.01% 496
2024
Q3 		$63.9K Buy
819
+68
+9% +$4.64K 0.01% 482
2024
Q2 		$45.3K Buy
751
+718
+2,176% +$43.5K 0.01% 487
2024
Q1 		$2.08K Buy
+33
New +$1.91K ﹤0.01% 742

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

LRI Investments's NDAQ Position: Q2 2026 in Review

LRI Investments increased its Nasdaq (NDAQ) stake by 15% in Q2 2026, buying an estimated $7.98K and bringing the position to 684 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

LRI Investments first reported a position in NDAQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.8K in Q2 2025. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • LRI Investments held 684 shares of Nasdaq worth $53.9K as of Q2 2026.
  • LRI Investments bought 91 Nasdaq shares in Q2 2026, an estimated $7.98K.
  • Nasdaq made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #547 holding.
  • LRI Investments first reported a position in Nasdaq in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Nasdaq position peaked at $64.8K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.