Private Capital Advisors
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Private Capital Advisors’s Nasdaq NDAQ Stock Holding History

Private Capital 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
Q3 		– Sell
-242,816
Closed -$19.1M – 79
2026
Q2 		$19.1M Buy
+242,816
New +$21.3M 1.68% 14
2024
Q4 		– Sell
-259,810
Closed -$19M – 79
2024
Q3 		$19M Sell
259,810
-4,930
-2% -$337K 2.08% 8
2024
Q2 		$16M Sell
264,740
-1,607
-0.6% -$97.3K 1.78% 11
2024
Q1 		$16.8M Buy
+266,347
New +$15.4M 2.09% 9

Other funds holding NDAQ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Capital Advisors's NDAQ Position: Q3 2026 in Review

Private Capital Advisors sold out of Nasdaq (NDAQ) in Q3 2026, closing a stake of 242,816 shares — an estimated $19.1M sold.

Private Capital Advisors first reported a position in NDAQ in Q1 2024 and held it in 4 quarters. The position peaked at $19.1M in Q2 2026. 947 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Private Capital Advisors reported no remaining Nasdaq position as of Q3 2026 after selling out during the quarter.
  • Private Capital Advisors sold 242,816 Nasdaq shares in Q3 2026, an estimated $19.1M.
  • Private Capital Advisors first reported a position in Nasdaq in Q1 2024 and held it in 4 quarters.
  • Private Capital Advisors's Nasdaq position peaked at $19.1M in Q2 2026.
  • 947 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.