IAG
NDAQ icon

Investmark Advisory Group’s Nasdaq NDAQ Stock Holding History

Investmark Advisory 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 		$664K Sell
8,425
-4,107
-33% -$360K 0.25% 70
2026
Q1 		$1.06M Buy
+12,532
New +$1.12M 0.46% 52

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

Investmark Advisory Group's NDAQ Position: Q2 2026 in Review

Investmark Advisory Group reduced its Nasdaq (NDAQ) stake by 33% in Q2 2026, selling an estimated $360K and leaving 8,425 shares worth $664K. The position accounts for 0.25% of the portfolio, ranked #70.

Investmark Advisory Group first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.06M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Investmark Advisory Group held 8,425 shares of Nasdaq worth $664K as of Q2 2026.
  • Investmark Advisory Group sold 4,107 Nasdaq shares in Q2 2026, an estimated $360K.
  • Nasdaq made up 0.25% of Investmark Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Investmark Advisory Group first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Investmark Advisory Group's Nasdaq position peaked at $1.06M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.