Braun Stacey Associates’s Nasdaq NDAQ Stock Holding History

Braun Stacey Associates’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	$30.6M	Sell	361,027 -14,632	-4%	-$1.31M	1.02%	32
2025 Q4	$36.5M	Sell	375,659 -1,095	-0.3%	-$98.5K	1.18%	23
2025 Q3	$33.3M	Sell	376,754 -5,560	-1%	-$515K	1.09%	24
2025 Q2	$34.2M	Sell	382,314 -5,096	-1%	-$407K	1.24%	17
2025 Q1	$29.4M	Sell	387,410 -1,026	-0.3%	-$80.7K	1.2%	21
2024 Q4	$30M	Sell	388,436 -585	-0.2%	-$45.2K	1.12%	24
2024 Q3	$28.4M	Buy	389,021 +11,340	+3%	+$774K	1.08%	26
2024 Q2	$22.8M	Sell	377,681 -4,500	-1%	-$273K	0.88%	45
2024 Q1	$24.1M	Buy	382,181 +16,687	+5%	+$965K	0.95%	44
2023 Q4	$21.2M	Buy	365,494 +83,227	+29%	+$4.39M	0.95%	44
2023 Q3	$13.7M	Sell	282,267 -1,050	-0.4%	-$53.2K	0.67%	69
2023 Q2	$14.1M	Buy	283,317 +158,297	+127%	+$8.57M	0.66%	73
2023 Q1	$6.83M	Buy	+125,020	New	+$7.22M	0.18%	101

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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