CP
NDAQ icon

Cumberland Partners’s Nasdaq NDAQ Stock Holding History

Cumberland Partners’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
Q1 		$8.24M Sell
97,125
-163
-0.2% -$14.6K 0.63% 36
2025
Q4 		$9.45M Sell
97,288
-25,715
-21% -$2.31M 0.58% 35
2025
Q3 		$10.9M Sell
123,003
-37,527
-23% -$3.48M 0.71% 31
2025
Q2 		$14.4M Sell
160,530
-442
-0.3% -$35.3K 1% 28
2025
Q1 		$12.2M Sell
160,972
-9,023
-5% -$710K 0.94% 28
2024
Q4 		$13.1M Buy
169,995
+27,551
+19% +$2.13M 0.92% 31
2024
Q3 		$10.4M Buy
+142,444
New +$9.72M 0.72% 32

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cumberland Partners's NDAQ Position: Q1 2026 in Review

Cumberland Partners reduced its Nasdaq (NDAQ) stake by 0.17% in Q1 2026, selling an estimated $14.6K and leaving 97,125 shares worth $8.24M. The position accounts for 0.63% of the portfolio, ranked #36.

Cumberland Partners first reported a position in NDAQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Cumberland Partners held 97,125 shares of Nasdaq worth $8.24M as of Q1 2026.
  • Cumberland Partners sold 163 Nasdaq shares in Q1 2026, an estimated $14.6K.
  • Nasdaq made up 0.63% of Cumberland Partners's portfolio in Q1 2026, its #36 holding.
  • Cumberland Partners first reported a position in Nasdaq in Q3 2024 and has held it in 7 quarters since.
  • Cumberland Partners's Nasdaq position peaked at $14.4M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.