HM Payson & Co’s Nasdaq NDAQ Stock Holding History

HM Payson & Co’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	-30	Closed	-$2.91K	–	1184
2025 Q4	$2.91K	Sell	30 -18	-38%	-$1.62K	﹤0.01%	1019
2025 Q3	$4.25K	Buy	48 +30	+167%	+$2.78K	﹤0.01%	961
2025 Q2	$1.61K	Hold	18	–	–	﹤0.01%	938
2025 Q1	$1.37K	Sell	18 -49	-73%	-$3.86K	﹤0.01%	989
2024 Q4	$5.18K	Buy	67 +43	+179%	+$3.33K	﹤0.01%	899
2024 Q3	$1.75K	Buy	+24	New	+$1.64K	﹤0.01%	983
2022 Q2	–	Sell	-24	Closed	-$1K	–	1107
2022 Q1	$1K	Buy	+24	New	+$1.42K	﹤0.01%	1021
2021 Q1	–	Sell	-120	Closed	-$5K	–	1167
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	929
2020 Q3	$5K	Hold	120	–	–	﹤0.01%	893
2020 Q2	$5K	Hold	120	–	–	﹤0.01%	798
2020 Q1	$4K	Hold	120	–	–	﹤0.01%	829
2019 Q4	$4K	Hold	120	–	–	﹤0.01%	875
2019 Q3	$4K	Hold	120	–	–	﹤0.01%	887
2019 Q2	$4K	Buy	+120	New	+$3.68K	﹤0.01%	886

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HM Payson & Co's NDAQ Position: Q1 2026 in Review

HM Payson & Co sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 30 shares — an estimated $2.91K sold.

HM Payson & Co first reported a position in NDAQ in Q2 2019 and held it in 14 quarters. The position peaked at $5.18K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

HM Payson & Co reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 30 Nasdaq shares in Q1 2026, an estimated $2.91K.
HM Payson & Co first reported a position in Nasdaq in Q2 2019 and held it in 14 quarters.
HM Payson & Co's Nasdaq position peaked at $5.18K in Q4 2024.
1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.