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Fortem Financial Group’s Nasdaq NDAQ Stock Holding History

Fortem Financial Group’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 		$2.19M Buy
25,780
+17,614
+216% +$1.58M 0.55% 54
2025
Q4 		$793K Buy
8,166
+5,380
+193% +$484K 0.21% 88
2025
Q3 		$246K Buy
+2,786
New +$258K 0.07% 144
2021
Q1 		– Sell
-69
Closed -$3K – 345
2020
Q4 		$3K Buy
+69
New +$2.92K ﹤0.01% 435

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

Fortem Financial Group's NDAQ Position: Q1 2026 in Review

Fortem Financial Group increased its Nasdaq (NDAQ) stake by 216% in Q1 2026, buying an estimated $1.58M and bringing the position to 25,780 shares worth $2.19M. The position accounts for 0.55% of the portfolio, ranked #54.

Fortem Financial Group first reported a position in NDAQ in Q4 2020 and has held it in 4 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Fortem Financial Group held 25,780 shares of Nasdaq worth $2.19M as of Q1 2026.
  • Fortem Financial Group bought 17,614 Nasdaq shares in Q1 2026, an estimated $1.58M.
  • Nasdaq made up 0.55% of Fortem Financial Group's portfolio in Q1 2026, its #54 holding.
  • Fortem Financial Group first reported a position in Nasdaq in Q4 2020 and has held it in 4 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.