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Mount Yale Investment Advisors’s Nasdaq NDAQ Stock Holding History

Mount Yale Investment 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 		$812K Sell
10,300
-767
-7% -$67.3K 0.02% 642
2026
Q1 		$939K Buy
11,067
+736
+7% +$66K 0.02% 537
2025
Q4 		$1M Buy
10,331
+7,088
+219% +$637K 0.05% 313
2025
Q3 		$287K Sell
3,243
-3,935
-55% -$364K 0.02% 531
2025
Q2 		$642K Buy
7,178
+268
+4% +$21.4K 0.05% 290
2025
Q1 		$524K Sell
6,910
-3,675
-35% -$289K 0.04% 319
2024
Q4 		$818K Sell
10,585
-14,784
-58% -$1.14M 0.07% 243
2024
Q3 		$1.85M Sell
25,369
-1,235
-5% -$84.3K 0.18% 124
2024
Q2 		$1.6M Sell
26,604
-198
-0.7% -$12K 0.13% 155
2024
Q1 		$1.69M Buy
26,802
+2,081
+8% +$120K 0.13% 153
2023
Q4 		$1.44M Buy
24,721
+1,885
+8% +$99.4K 0.14% 156
2023
Q3 		$1.11M Sell
22,836
-483
-2% -$24.5K 0.12% 178
2023
Q2 		$1.16M Buy
+23,319
New +$1.26M 0.12% 176
2021
Q2 		– Sell
-4,992
Closed -$245K – 442
2021
Q1 		$245K Sell
4,992
-14,697
-75% -$698K 0.03% 362
2020
Q4 		$871K Buy
19,689
+789
+4% +$33.4K 0.12% 184
2020
Q3 		$773K Buy
18,900
+2,118
+13% +$90.3K 0.11% 183
2020
Q2 		$668K Buy
16,782
+564
+3% +$21K 0.12% 182
2020
Q1 		$513K Buy
16,218
+1,893
+13% +$67K 0.12% 162
2019
Q4 		$556K Sell
14,325
-438
-3% -$14.9K 0.1% 179
2019
Q3 		$504K Sell
14,763
-72
-0.5% -$2.39K 0.09% 187
2019
Q2 		$475K Sell
14,835
-765
-5% -$23.4K 0.09% 195
2019
Q1 		$455K Sell
15,600
-543
-3% -$15.5K 0.09% 195
2018
Q4 		$467K Sell
16,143
-765
-5% -$21.8K 0.09% 187
2018
Q3 		$512K Sell
16,908
-780
-4% -$24K 0.09% 170
2018
Q2 		$538K Sell
17,688
-261
-1% -$7.84K 0.1% 161
2018
Q1 		$516K Buy
+17,949
New +$485K 0.11% 163

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NDAQ Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Nasdaq (NDAQ) stake by 6.9% in Q2 2026, selling an estimated $67.3K and leaving 10,300 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #642.

Mount Yale Investment Advisors first reported a position in NDAQ in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.85M in Q3 2024. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Mount Yale Investment Advisors held 10,300 shares of Nasdaq worth $812K as of Q2 2026.
  • Mount Yale Investment Advisors sold 767 Nasdaq shares in Q2 2026, an estimated $67.3K.
  • Nasdaq made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #642 holding.
  • Mount Yale Investment Advisors first reported a position in Nasdaq in Q1 2018 and has held it in 26 quarters since.
  • Mount Yale Investment Advisors's Nasdaq position peaked at $1.85M in Q3 2024.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.