Mount Lucas Management’s Nasdaq NDAQ Stock Holding History

Mount Lucas Management’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	$1.38M	Buy	17,514 +606	+4%	+$53.2K	0.49%	55
2026 Q1	$1.44M	Buy	16,908 +615	+4%	+$55.1K	0.53%	54
2025 Q4	$1.58M	Buy	16,293 +6	+0%	+$540	0.63%	49
2025 Q3	$1.44M	Buy	16,287 +501	+3%	+$46.4K	0.59%	50
2025 Q2	$1.41M	Buy	+15,786	New	+$1.26M	0.6%	45
2023 Q1	–	Sell	-198	Closed	-$12.1K	–	122
2022 Q4	$12.1K	Sell	198 -41,051	-100%	-$2.56M	﹤0.01%	104
2022 Q3	$2.34M	Sell	41,249 -880	-2%	-$51.8K	0.81%	38
2022 Q2	$2.14M	Buy	42,129 +1,473	+4%	+$78K	0.72%	51
2022 Q1	$2.42M	Sell	40,656 -27	-0.1%	-$1.6K	0.7%	55
2021 Q4	$2.85M	Buy	+40,683	New	+$2.77M	0.81%	54

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mount Lucas Management's NDAQ Position: Q2 2026 in Review

Mount Lucas Management increased its Nasdaq (NDAQ) stake by 3.6% in Q2 2026, buying an estimated $53.2K and bringing the position to 17,514 shares worth $1.38M. The position accounts for 0.49% of the portfolio, ranked #55.

Mount Lucas Management first reported a position in NDAQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.85M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Mount Lucas Management held 17,514 shares of Nasdaq worth $1.38M as of Q2 2026.
Mount Lucas Management bought 606 Nasdaq shares in Q2 2026, an estimated $53.2K.
Nasdaq made up 0.49% of Mount Lucas Management's portfolio in Q2 2026, its #55 holding.
Mount Lucas Management first reported a position in Nasdaq in Q4 2021 and has held it in 10 quarters since.
Mount Lucas Management's Nasdaq position peaked at $2.85M in Q4 2021.
1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.