Oak Ridge Investments’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$530K Sell
6,725
-1,034
-13% -$90.7K 0.03% 144
2026
Q1
$659K Buy
+7,759
New +$695K 0.04% 141

Other funds holding NDAQ

Oak Ridge Investments's NDAQ Position: Q2 2026 in Review

Oak Ridge Investments reduced its Nasdaq (NDAQ) stake by 13% in Q2 2026, selling an estimated $90.7K and leaving 6,725 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #144.

Oak Ridge Investments first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $659K in Q1 2026. 256 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Oak Ridge Investments held 6,725 shares of Nasdaq worth $530K as of Q2 2026.
  • Oak Ridge Investments sold 1,034 Nasdaq shares in Q2 2026, an estimated $90.7K.
  • Nasdaq made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #144 holding.
  • Oak Ridge Investments first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Oak Ridge Investments's Nasdaq position peaked at $659K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.