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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
Q2 		$2.27M Buy
28,817
+3,037
+12% +$266K 0.46% 61
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 $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fortem Financial Group's NDAQ Position: Q2 2026 in Review

Fortem Financial Group increased its Nasdaq (NDAQ) stake by 12% in Q2 2026, buying an estimated $266K and bringing the position to 28,817 shares worth $2.27M. The position accounts for 0.46% of the portfolio, ranked #61.

Fortem Financial Group first reported a position in NDAQ in Q4 2020 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Fortem Financial Group held 28,817 shares of Nasdaq worth $2.27M as of Q2 2026.
  • Fortem Financial Group bought 3,037 Nasdaq shares in Q2 2026, an estimated $266K.
  • Nasdaq made up 0.46% of Fortem Financial Group's portfolio in Q2 2026, its #61 holding.
  • Fortem Financial Group first reported a position in Nasdaq in Q4 2020 and has held it in 5 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.