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Summit Securities Group’s Nasdaq NDAQ Stock Holding History

Summit Securities Group’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 		$8.2K Buy
104
+30
+41% +$2.63K ﹤0.01% 881
2026
Q1 		$6.28K Sell
74
-595
-89% -$53.3K ﹤0.01% 765
2025
Q4 		$65K Sell
669
-114
-15% -$10.3K 0.01% 555
2025
Q3 		$69.3K Buy
783
+505
+182% +$46.8K 0.01% 480
2025
Q2 		$24.9K Buy
+278
New +$22.2K ﹤0.01% 674
2023
Q3 		– Sell
-443
Closed -$22K – 875
2023
Q2 		$22K Sell
443
-222
-33% -$12K ﹤0.01% 611
2023
Q1 		$36K Buy
665
+322
+94% +$18.6K ﹤0.01% 498
2022
Q4 		$21K Sell
343
-82
-19% -$5.11K ﹤0.01% 896
2022
Q3 		$24K Sell
425
-898
-68% -$52.8K ﹤0.01% 699
2022
Q2 		$67K Buy
1,323
+579
+78% +$30.6K 0.01% 484
2022
Q1 		$44K Buy
+744
New +$44K ﹤0.01% 628
2017
Q3 		– Sell
-27,081
Closed -$645K – 272
2017
Q2 		$645K Buy
+27,081
New +$623K 0.12% 111
2017
Q1 		– Sell
-24,570
Closed -$550K – 363
2016
Q4 		$550K Buy
+24,570
New +$542K 0.12% 148
2014
Q3 		– Sell
-1,200
Closed -$15K – 768
2014
Q2 		$15K Buy
+1,200
New +$14.7K 0.01% 376
2014
Q1 		– Sell
-8,400
Closed -$111K – 526
2013
Q4 		$111K Buy
+8,400
New +$103K 0.02% 220

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Summit Securities Group's NDAQ Position: Q2 2026 in Review

Summit Securities Group increased its Nasdaq (NDAQ) stake by 41% in Q2 2026, buying an estimated $2.63K and bringing the position to 104 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Summit Securities Group first reported a position in NDAQ in Q4 2013 and has held it in 15 quarters since. The position peaked at $645K in Q2 2017. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Summit Securities Group held 104 shares of Nasdaq worth $8.2K as of Q2 2026.
  • Summit Securities Group bought 30 Nasdaq shares in Q2 2026, an estimated $2.63K.
  • Nasdaq made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #881 holding.
  • Summit Securities Group first reported a position in Nasdaq in Q4 2013 and has held it in 15 quarters since.
  • Summit Securities Group's Nasdaq position peaked at $645K in Q2 2017.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.