Mayflower Financial Advisors’s Nasdaq NDAQ Stock Holding History

Mayflower Financial 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	$384K	Sell	4,878 -2	-0%	-$175	0.03%	326
2026 Q1	$414K	Sell	4,880 -3	-0.1%	-$269	0.05%	296
2025 Q4	$474K	Buy	4,883 +14	+0.3%	+$1.26K	0.06%	256
2025 Q3	$431K	Sell	4,869 -158	-3%	-$14.6K	0.05%	276
2025 Q2	$450K	Buy	5,027 +11	+0.2%	+$878	0.06%	256
2025 Q1	$381K	Sell	5,016 -6	-0.1%	-$472	0.06%	266
2024 Q4	$388K	Sell	5,022 -4	-0.1%	-$309	0.06%	256
2024 Q3	$367K	Buy	5,026 +5	+0.1%	+$341	0.06%	262
2024 Q2	$303K	Buy	5,021 +1	+0%	+$61	0.05%	283
2024 Q1	$317K	Buy	+5,020	New	+$290K	0.05%	275

Other funds holding NDAQ

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mayflower Financial Advisors's NDAQ Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Nasdaq (NDAQ) stake by 0.04% in Q2 2026, selling an estimated $175 and leaving 4,878 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #326.

Mayflower Financial Advisors first reported a position in NDAQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q4 2025. 532 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Mayflower Financial Advisors held 4,878 shares of Nasdaq worth $384K as of Q2 2026.
Mayflower Financial Advisors sold 2 Nasdaq shares in Q2 2026, an estimated $175.
Nasdaq made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #326 holding.
Mayflower Financial Advisors first reported a position in Nasdaq in Q1 2024 and has held it in 10 quarters since.
Mayflower Financial Advisors's Nasdaq position peaked at $474K in Q4 2025.
532 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.