SIM
NDAQ icon

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
Q2 		$12.4K Buy
141
+65
+86% +$5.7K ﹤0.01% 595
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 $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

Synergy Investment Management's NDAQ Position: Q2 2026 in Review

Synergy Investment Management increased its Nasdaq (NDAQ) stake by 86% in Q2 2026, buying an estimated $5.7K and bringing the position to 141 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Synergy Investment Management first reported a position in NDAQ in Q4 2024 and has held it in 4 quarters since. 1,089 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Synergy Investment Management held 141 shares of Nasdaq worth $12.4K as of Q2 2026.
  • Synergy Investment Management bought 65 Nasdaq shares in Q2 2026, an estimated $5.7K.
  • Nasdaq made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #595 holding.
  • Synergy Investment Management first reported a position in Nasdaq in Q4 2024 and has held it in 4 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.