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Ridgewood Investments’s Nasdaq NDAQ Stock Holding History

Ridgewood Investments’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
Q3 		$359K Hold
3,902
– – 0.13% 172
2026
Q2 		$308K Sell
3,902
-75
-2% -$6.58K 0.12% 186
2026
Q1 		$338K Buy
+3,977
New +$356K 0.14% 171
2025
Q3 		$447K Sell
5,049
-28
-0.6% -$2.59K 0.19% 138
2025
Q2 		$454K Sell
5,077
-9,580
-65% -$765K 0.2% 123
2025
Q1 		$1.11M Sell
14,657
-1,029
-7% -$81K 0.52% 53
2024
Q4 		$1.21M Sell
15,686
-8,266
-35% -$639K 0.58% 44
2024
Q3 		$1.75M Sell
23,952
-1,960
-8% -$134K 0.87% 19
2024
Q2 		$1.56M Sell
25,912
-222
-0.8% -$13.4K 0.78% 25
2024
Q1 		$1.65M Buy
26,134
+274
+1% +$15.9K 0.87% 25
2023
Q4 		$1.5M Buy
25,860
+117
+0.5% +$6.17K 0.89% 23
2023
Q3 		$1.25M Buy
25,743
+2,403
+10% +$122K 0.82% 30
2023
Q2 		$1.16M Buy
23,340
+22,158
+1,875% +$1.2M 0.66% 42
2023
Q1 		$64.6K Buy
+1,182
New +$68.3K 0.04% 302

Other funds holding NDAQ

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Ridgewood Investments's NDAQ Position: Q3 2026 in Review

Ridgewood Investments held its Nasdaq (NDAQ) position steady in Q3 2026 at 3,902 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #172.

Ridgewood Investments first reported a position in NDAQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2024. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Ridgewood Investments held 3,902 shares of Nasdaq worth $359K as of Q3 2026.
  • Ridgewood Investments left its Nasdaq share count unchanged in Q3 2026.
  • Nasdaq made up 0.13% of Ridgewood Investments's portfolio in Q3 2026, its #172 holding.
  • Ridgewood Investments first reported a position in Nasdaq in Q1 2023 and has held it in 14 quarters since.
  • Ridgewood Investments's Nasdaq position peaked at $1.75M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.