TIM
NDAQ icon

Tortoise Investment Management’s Nasdaq NDAQ Stock Holding History

Tortoise 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 		– Sell
-10,000
Closed -$49 – 262
2026
Q1 		$49 Buy
+10,000
New +$896K ﹤0.01% 250
2025
Q4 		– Sell
-200
Closed -$110 – 1000
2025
Q3 		$110 Buy
+200
New +$18.5K ﹤0.01% 1370

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Tortoise Investment Management sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 153 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in NDAQ in Q2 2025 and held it in 3 quarters. The position peaked at $13K in Q1 2026. 585 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Tortoise Investment Management reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 153 Nasdaq shares in Q2 2026, an estimated $13K.
  • Tortoise Investment Management first reported a position in Nasdaq in Q2 2025 and held it in 3 quarters.
  • Tortoise Investment Management's Nasdaq position peaked at $13K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.