Kovitz Investment Group Partners’s Nasdaq NDAQ Stock Holding History

Kovitz Investment Group Partners’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	$3.73M	Sell	47,336 -2,780	-6%	-$244K	0.08%	152
2026 Q1	$4.25M	Buy	50,116 +33,351	+199%	+$2.99M	0.1%	148
2025 Q4	$1.63M	Sell	16,765 -9,743	-37%	-$876K	0.04%	260
2025 Q3	$2.34M	Buy	26,508 +1,416	+6%	+$131K	0.01%	615
2025 Q2	$2.24M	Buy	25,092 +2,116	+9%	+$169K	0.01%	608
2025 Q1	$1.74M	Buy	22,976 +15,848	+222%	+$1.25M	0.01%	610
2024 Q4	$551K	Buy	+7,128	New	+$551K	﹤0.01%	864

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's NDAQ Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Nasdaq (NDAQ) stake by 5.5% in Q2 2026, selling an estimated $244K and leaving 47,336 shares worth $3.73M. The position accounts for 0.08% of the portfolio, ranked #152.

Kovitz Investment Group Partners first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.25M in Q1 2026. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Kovitz Investment Group Partners held 47,336 shares of Nasdaq worth $3.73M as of Q2 2026.
Kovitz Investment Group Partners sold 2,780 Nasdaq shares in Q2 2026, an estimated $244K.
Nasdaq made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #152 holding.
Kovitz Investment Group Partners first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Nasdaq position peaked at $4.25M in Q1 2026.
1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.