Means Investment Company’s Nasdaq NDAQ Stock Holding History

Means Investment Company’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	$492K	Hold	5,801	–	–	0.04%	126
2025 Q4	$563K	Buy	5,801 +29	+0.5%	+$2.61K	0.05%	118
2025 Q3	$511K	Hold	5,772	–	–	0.04%	128
2025 Q2	$516K	Hold	5,772	–	–	0.05%	123
2025 Q1	$438K	Hold	5,772	–	–	0.05%	128
2024 Q4	$446K	Hold	5,772	–	–	0.05%	134
2024 Q3	$421K	Hold	5,772	–	–	0.05%	140
2024 Q2	$348K	Hold	5,772	–	–	0.04%	149
2024 Q1	$364K	Hold	5,772	–	–	0.05%	145
2023 Q4	$336K	Hold	5,772	–	–	0.05%	150
2023 Q3	$280K	Hold	5,772	–	–	0.05%	165
2023 Q2	$288K	Hold	5,772	–	–	0.05%	163
2023 Q1	$316K	Hold	5,772	–	–	0.06%	154
2022 Q4	$354K	Hold	5,772	–	–	0.07%	139
2022 Q3	$327K	Hold	5,772	–	–	0.07%	142
2022 Q2	$293K	Hold	5,772	–	–	0.06%	156
2022 Q1	$343K	Hold	5,772	–	–	0.06%	144
2021 Q4	$404K	Hold	5,772	–	–	0.07%	135
2021 Q3	$371K	Hold	5,772	–	–	0.07%	136
2021 Q2	$338K	Hold	5,772	–	–	0.07%	148
2021 Q1	$284K	Hold	5,772	–	–	0.06%	147
2020 Q4	$274K	Hold	5,772	–	–	0.06%	150
2020 Q3	$256K	Hold	5,772	–	–	0.07%	126
2020 Q2	$251K	Hold	5,772	–	–	0.08%	124
2020 Q1	$201K	Hold	5,772	–	–	0.08%	128
2019 Q4	$210K	Buy	+5,772	New	+$197K	0.07%	138

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Means Investment Company's NDAQ Position: Q1 2026 in Review

Means Investment Company held its Nasdaq (NDAQ) position steady in Q1 2026 at 5,801 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #126.

Means Investment Company first reported a position in NDAQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $563K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

Means Investment Company held 5,801 shares of Nasdaq worth $492K as of Q1 2026.
Means Investment Company left its Nasdaq share count unchanged in Q1 2026.
Nasdaq made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #126 holding.
Means Investment Company first reported a position in Nasdaq in Q4 2019 and has held it in 26 quarters since.
Means Investment Company's Nasdaq position peaked at $563K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.