DBRC
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D.B. Root & Company’s Nasdaq NDAQ Stock Holding History

D.B. Root & Company’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
2025
Q3 		– Sell
-2,263
Closed -$202K – 194
2025
Q2 		$202K Buy
+2,263
New +$181K 0.06% 187
2025
Q1 		– Sell
-2,717
Closed -$210K – 197
2024
Q4 		$210K Buy
+2,717
New +$210K 0.07% 178

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

D.B. Root & Company's NDAQ Position: Q3 2025 in Review

D.B. Root & Company sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 2,263 shares — an estimated $202K sold.

D.B. Root & Company first reported a position in NDAQ in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • D.B. Root & Company reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • D.B. Root & Company sold 2,263 Nasdaq shares in Q3 2025, an estimated $202K.
  • D.B. Root & Company first reported a position in Nasdaq in Q4 2024 and held it in 2 quarters.
  • D.B. Root & Company's Nasdaq position peaked at $210K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on D.B. Root & Company's 13F filing for Q3 2025, filed 6 Nov 2025.