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Evergreen Capital Management’s Nasdaq NDAQ Stock Holding History

Evergreen Capital Management’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 		$928K Buy
10,937
+4,481
+69% +$402K 0.02% 517
2025
Q4 		$627K Buy
6,456
+2,052
+47% +$185K 0.01% 614
2025
Q3 		$390K Sell
4,404
-164
-4% -$15.2K 0.01% 790
2025
Q2 		$408K Buy
4,568
+564
+14% +$45K 0.01% 650
2025
Q1 		$304K Sell
4,004
-11
-0.3% -$866 0.01% 749
2024
Q4 		$310K Buy
4,015
+11
+0.3% +$851 0.01% 718
2024
Q3 		$292K Buy
4,004
+178
+5% +$12.2K 0.01% 725
2024
Q2 		$231K Buy
3,826
+197
+5% +$11.9K 0.01% 782
2024
Q1 		$229K Sell
3,629
-3,315
-48% -$192K 0.01% 740
2023
Q4 		$404K Buy
6,944
+1,276
+23% +$67.3K 0.02% 474
2023
Q3 		$275K Buy
5,668
+129
+2% +$6.54K 0.01% 591
2023
Q2 		$276K Sell
5,539
-938
-14% -$50.8K 0.01% 598
2023
Q1 		$354K Buy
6,477
+796
+14% +$46K 0.02% 457
2022
Q4 		$349K Buy
5,681
+58
+1% +$3.61K 0.02% 438
2022
Q3 		$319K Buy
+5,623
New +$331K 0.02% 431

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

Evergreen Capital Management's NDAQ Position: Q1 2026 in Review

Evergreen Capital Management increased its Nasdaq (NDAQ) stake by 69% in Q1 2026, buying an estimated $402K and bringing the position to 10,937 shares worth $928K. The position accounts for 0.02% of the portfolio, ranked #517.

Evergreen Capital Management first reported a position in NDAQ in Q3 2022 and has held it in 15 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Evergreen Capital Management held 10,937 shares of Nasdaq worth $928K as of Q1 2026.
  • Evergreen Capital Management bought 4,481 Nasdaq shares in Q1 2026, an estimated $402K.
  • Nasdaq made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #517 holding.
  • Evergreen Capital Management first reported a position in Nasdaq in Q3 2022 and has held it in 15 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.