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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
2022
Q1 		– Sell
-18,000
Closed -$1.26M – 1267
2021
Q4 		$1.26M Buy
+18,000
New +$1.23M 0.06% 221

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 $3.38T 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

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. 1,089 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.
  • 1,089 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.