Plante Moran Financial Advisors’s Nasdaq NDAQ Stock Holding History

Plante Moran 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	$8.36K	Buy	106 +10	+10%	+$877	﹤0.01%	579
2026 Q1	$8.15K	Hold	96	–	–	﹤0.01%	529
2025 Q4	$9.32K	Hold	96	–	–	﹤0.01%	568
2025 Q3	$8.49K	Buy	+96	New	+$8.89K	﹤0.01%	571
2022 Q1	–	Sell	-255	Closed	-$18K	–	934
2021 Q4	$18K	Buy	+255	New	+$17.4K	﹤0.01%	588
2021 Q2	–	Sell	-765	Closed	-$38K	–	1035
2021 Q1	$38K	Hold	765	–	–	0.01%	416
2020 Q4	$34K	Hold	765	–	–	0.01%	421
2020 Q3	$31K	Buy	+765	New	+$32.6K	0.01%	404
2019 Q3	–	Sell	-1,341	Closed	-$43K	–	891
2019 Q2	$43K	Hold	1,341	–	–	0.01%	367
2019 Q1	$39K	Buy	+1,341	New	+$38.2K	0.01%	382
2017 Q1	–	Sell	-642	Closed	-$14K	–	973
2016 Q4	$14K	Buy	+642	New	+$14.2K	0.01%	534
2016 Q3	–	Sell	-120	Closed	-$3K	–	969
2016 Q2	$3K	Buy	+120	New	+$2.56K	﹤0.01%	730

Other funds holding NDAQ

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Plante Moran Financial Advisors's NDAQ Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Nasdaq (NDAQ) stake by 10% in Q2 2026, buying an estimated $877 and bringing the position to 106 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Plante Moran Financial Advisors first reported a position in NDAQ in Q2 2016 and has held it in 12 quarters since. The position peaked at $43K in Q2 2019. 585 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Plante Moran Financial Advisors held 106 shares of Nasdaq worth $8.36K as of Q2 2026.
Plante Moran Financial Advisors bought 10 Nasdaq shares in Q2 2026, an estimated $877.
Nasdaq made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #579 holding.
Plante Moran Financial Advisors first reported a position in Nasdaq in Q2 2016 and has held it in 12 quarters since.
Plante Moran Financial Advisors's Nasdaq position peaked at $43K in Q2 2019.
585 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.