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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
Q2 		$79.6K Buy
1,010
+26
+3% +$2.28K 0.03% 106
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 $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

Marshall Investment Management's NDAQ Position: Q2 2026 in Review

Marshall Investment Management increased its Nasdaq (NDAQ) stake by 2.6% in Q2 2026, buying an estimated $2.28K and bringing the position to 1,010 shares worth $79.6K. The position accounts for 0.03% of the portfolio, ranked #106.

Marshall Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $83.6K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Marshall Investment Management held 1,010 shares of Nasdaq worth $79.6K as of Q2 2026.
  • Marshall Investment Management bought 26 Nasdaq shares in Q2 2026, an estimated $2.28K.
  • Nasdaq made up 0.03% of Marshall Investment Management's portfolio in Q2 2026, its #106 holding.
  • Marshall Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Nasdaq position peaked at $83.6K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.