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Synergy Investment Management’s Nasdaq NDAQ Stock Holding History

Synergy Investment Management’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
Q1 		$6.45K Buy
+76
New +$6.81K ﹤0.01% 550
2025
Q2 		– Sell
-38
Closed -$2.88K – 394
2025
Q1 		$2.88K Hold
38
– – ﹤0.01% 514
2024
Q4 		$2.94K Buy
+38
New +$2.94K ﹤0.01% 535

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

Synergy Investment Management's NDAQ Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Nasdaq (NDAQ) in Q1 2026: 76 shares worth $6.45K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in NDAQ as recently as Q1 2025.

Synergy Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Synergy Investment Management held 76 shares of Nasdaq worth $6.45K as of Q1 2026.
  • Nasdaq was a new Synergy Investment Management position in Q1 2026.
  • Nasdaq made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #550 holding.
  • Synergy Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.