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North Star Investment Management’s Nasdaq NDAQ Stock Holding History

North Star 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 		– Sell
-56
Closed -$4.75K – 1810
2026
Q1 		$4.75K Buy
56
+7
+14% +$627 ﹤0.01% 1199
2025
Q4 		$4.76K Buy
+49
New +$4.41K ﹤0.01% 1109

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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 $3.38T AUM 44.17% 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

North Star Investment Management's NDAQ Position: Q2 2026 in Review

North Star Investment Management sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 56 shares — an estimated $4.75K sold.

North Star Investment Management first reported a position in NDAQ in Q4 2025 and held it in 2 quarters. The position peaked at $4.76K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • North Star Investment Management reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 56 Nasdaq shares in Q2 2026, an estimated $4.75K.
  • North Star Investment Management first reported a position in Nasdaq in Q4 2025 and held it in 2 quarters.
  • North Star Investment Management's Nasdaq position peaked at $4.76K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.