Position in NDAQ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,562
-$16,691 QoQ
Shares Held
540
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 1,076 holders
Holding Since
Dec 2023
11 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. NDAQ ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
|
9 | $5,040 |
All Filings in NDAQ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,562 | 540 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $59,253 | 698 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $96,644 | 995 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $30,515 | 345 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,849 | 345 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $26,778 | 353 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,687 | 384 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,035 | 384 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,208 | 186 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,052 | 191 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,314 | 401 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||