Position in NDAQ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$691,330
+$192,092 QoQ
Shares Held
8,771
+49.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#574
of 1,081 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $41,872,551 across 10 Financial Data & Stock Exchanges names. NDAQ ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
59,318 | $22,855,023 | |
| 2 | CME |
Cme Group Inc.
|
67,639 | $14,936,720 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,001 | $985,003 | |
| 4 | NDAQ |
Nasdaq, Inc.
This page
|
8,771 | $691,330 | |
| 5 | MCO |
Moodys Corp /De/
|
1,525 | $690,703 | |
| 6 | MSCI |
MSCI Inc.
|
1,051 | $588,602 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,341 | $325,420 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,321 | $303,935 |
All Filings in NDAQ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,330 | 8,771 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $499,238 | 5,881 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $471,954 | 4,859 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $458,701 | 5,186 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $434,849 | 4,863 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $347,135 | 4,576 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $295,478 | 3,822 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $267,946 | 3,670 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $212,175 | 3,521 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $312,534 | 4,953 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $242,385 | 4,169 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,893 | 5,040 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $217,586 | 3,980 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $255,400 | 4,163 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||