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Marshall Investment Management’s Nasdaq NDAQ Stock Holding History

Marshall Investment 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 		$83.6K Buy
+984
New +$88.2K 0.04% 100
2025
Q2 		– Sell
-972
Closed -$73.8K – 148
2025
Q1 		$73.8K Buy
972
+6
+0.6% +$472 0.05% 98
2024
Q4 		$70.6K Buy
+966
New +$74.7K 0.04% 92

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall Investment Management's NDAQ Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Nasdaq (NDAQ) in Q1 2026: 984 shares worth $83.6K. The stake represents 0.04% of the portfolio and ranks #100 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in NDAQ as recently as Q1 2025.

Marshall Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Marshall Investment Management held 984 shares of Nasdaq worth $83.6K as of Q1 2026.
  • Nasdaq was a new Marshall Investment Management position in Q1 2026.
  • Nasdaq made up 0.04% of Marshall Investment Management's portfolio in Q1 2026, its #100 holding.
  • Marshall Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.