FFM
NDAQ icon

Forum Financial Management’s Nasdaq NDAQ Stock Holding History

Forum Financial 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 		– Sell
-6,668
Closed -$648K – 750
2025
Q4 		$648K Buy
6,668
+64
+1% +$5.75K 0.01% 372
2025
Q3 		$584K Buy
6,604
+15
+0.2% +$1.39K 0.01% 393
2025
Q2 		$589K Buy
6,589
+775
+13% +$61.9K 0.01% 355
2025
Q1 		$441K Buy
5,814
+5
+0.1% +$393 0.01% 423
2024
Q4 		$449K Buy
5,809
+9
+0.2% +$696 0.01% 422
2024
Q3 		$423K Buy
5,800
+1
+0% +$68 0.01% 383
2024
Q2 		$349K Buy
5,799
+16
+0.3% +$969 0.01% 422
2024
Q1 		$365K Hold
5,783
– – 0.01% 427
2023
Q4 		$336K Hold
5,783
– – 0.01% 410
2023
Q3 		$281K Hold
5,783
– – 0.01% 440
2023
Q2 		$288K Buy
5,783
+15
+0.3% +$813 0.01% 447
2023
Q1 		$315K Sell
5,768
-68
-1% -$3.93K 0.01% 389
2022
Q4 		$358K Buy
5,836
+136
+2% +$8.47K 0.01% 343
2022
Q3 		$323K Hold
5,700
– – 0.02% 321
2022
Q2 		$290K Hold
5,700
– – 0.01% 367
2022
Q1 		$338K Hold
5,700
– – 0.02% 345
2021
Q4 		$399K Buy
+5,700
New +$388K 0.02% 308

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Forum Financial Management's NDAQ Position: Q1 2026 in Review

Forum Financial Management sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 6,668 shares — an estimated $648K sold.

Forum Financial Management first reported a position in NDAQ in Q4 2021 and held it in 17 quarters. The position peaked at $648K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Forum Financial Management reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,668 Nasdaq shares in Q1 2026, an estimated $648K.
  • Forum Financial Management first reported a position in Nasdaq in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Nasdaq position peaked at $648K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.