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Caldwell Trust’s Nokia NOK Stock Holding History

Caldwell Trust’s Portfolio NOK Stock Details NOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Buy
1,046
+46
+5% +$592 ﹤0.01% 643
2026
Q1 		$8.04K Buy
+1,000
New +$7.34K ﹤0.01% 680
2024
Q4 		– Sell
-1,000
Closed -$4.37K – 725
2024
Q3 		$4.37K Buy
+1,000
New +$4.05K ﹤0.01% 659
2020
Q2 		– Sell
-3
Closed -$9 – 785
2020
Q1 		$9 Hold
3
– – ﹤0.01% 794
2019
Q4 		$11 Buy
+3
New +$12 ﹤0.01% 802

Other funds holding NOK

NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Caldwell Trust's NOK Position: Q2 2026 in Review

Caldwell Trust increased its Nokia (NOK) stake by 4.6% in Q2 2026, buying an estimated $592 and bringing the position to 1,046 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Caldwell Trust first reported a position in NOK in Q4 2019 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold NOK as of Q2 2026.

  • Caldwell Trust held 1,046 shares of Nokia worth $13.9K as of Q2 2026.
  • Caldwell Trust bought 46 Nokia shares in Q2 2026, an estimated $592.
  • Nokia made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #643 holding.
  • Caldwell Trust first reported a position in Nokia in Q4 2019 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Nokia as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.