Vista Investment Partners’s Nasdaq NDAQ Stock Holding History

Vista Investment Partners’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 Q3	$4.53M	Sell	49,189 -1,214	-2%	-$113K	1.18%	30
2026 Q2	$3.97M	Sell	50,403 -1,092	-2%	-$95.8K	1%	42
2026 Q1	$4.37M	Buy	51,495 +1,623	+3%	+$145K	1.16%	30
2025 Q4	$4.84M	Buy	+49,872	New	+$4.48M	1.27%	27
2025 Q2	–	Sell	-17,090	Closed	-$1.3M	–	162
2025 Q1	$1.3M	Sell	17,090 -450	-3%	-$35.4K	0.4%	70
2024 Q4	$1.36M	Sell	17,540 -3,475	-17%	-$269K	0.42%	68
2024 Q3	$1.53M	Sell	21,015 -760	-3%	-$51.9K	0.49%	59
2024 Q2	$1.31M	Sell	21,775 -660	-3%	-$40K	0.44%	65
2024 Q1	$1.42M	Sell	22,435 -585	-3%	-$33.8K	0.48%	62
2023 Q4	$1.34M	Buy	+23,020	New	+$1.21M	0.49%	62

Other funds holding NDAQ

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Vista Investment Partners's NDAQ Position: Q3 2026 in Review

Vista Investment Partners reduced its Nasdaq (NDAQ) stake by 2.4% in Q3 2026, selling an estimated $113K and leaving 49,189 shares worth $4.53M. The position accounts for 1.18% of the portfolio, ranked #30.

Vista Investment Partners first reported a position in NDAQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.84M in Q4 2025. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

Vista Investment Partners held 49,189 shares of Nasdaq worth $4.53M as of Q3 2026.
Vista Investment Partners sold 1,214 Nasdaq shares in Q3 2026, an estimated $113K.
Nasdaq made up 1.18% of Vista Investment Partners's portfolio in Q3 2026, its #30 holding.
Vista Investment Partners first reported a position in Nasdaq in Q4 2023 and has held it in 10 quarters since.
Vista Investment Partners's Nasdaq position peaked at $4.84M in Q4 2025.
37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.