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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
2022
Q1 		– Sell
-4,200
Closed -$241K – 213
2021
Q4 		$241K Buy
+4,200
New +$286K 0.04% 179

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 1,091 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.
  • 1,091 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.