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Perennial Investment Advisors’s Nasdaq NDAQ Stock Holding History

Perennial 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
Q1 		$212K Buy
2,500
+86
+4% +$7.71K 0.02% 468
2025
Q4 		$234K Sell
2,414
-3
-0.1% -$270 0.02% 435
2025
Q3 		$214K Sell
2,417
-300
-11% -$27.8K 0.02% 454
2025
Q2 		$243K Buy
+2,717
New +$217K 0.02% 405

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Perennial Investment Advisors's NDAQ Position: Q1 2026 in Review

Perennial Investment Advisors increased its Nasdaq (NDAQ) stake by 3.6% in Q1 2026, buying an estimated $7.71K and bringing the position to 2,500 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #468.

Perennial Investment Advisors first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $243K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Perennial Investment Advisors held 2,500 shares of Nasdaq worth $212K as of Q1 2026.
  • Perennial Investment Advisors bought 86 Nasdaq shares in Q1 2026, an estimated $7.71K.
  • Nasdaq made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #468 holding.
  • Perennial Investment Advisors first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's Nasdaq position peaked at $243K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.