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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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's NDAQ Position: Q1 2026 in Review

Summit Securities Group reduced its Nasdaq (NDAQ) stake by 89% in Q1 2026, selling an estimated $53.3K and leaving 74 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Summit Securities Group first reported a position in NDAQ in Q4 2013 and has held it in 14 quarters since. The position peaked at $645K in Q2 2017. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Summit Securities Group held 74 shares of Nasdaq worth $6.28K as of Q1 2026.
  • Summit Securities Group sold 595 Nasdaq shares in Q1 2026, an estimated $53.3K.
  • Nasdaq made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #765 holding.
  • Summit Securities Group first reported a position in Nasdaq in Q4 2013 and has held it in 14 quarters since.
  • Summit Securities Group's Nasdaq position peaked at $645K in Q2 2017.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.