DWM
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Dakota Wealth Management’s Qualys QLYS Stock Holding History

Dakota Wealth Management’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,431
Closed -$204K – 761
2025
Q2 		$204K Buy
+1,431
New +$189K ﹤0.01% 729
2024
Q2 		– Sell
-1,353
Closed -$226K – 746
2024
Q1 		$226K Sell
1,353
-129
-9% -$22.8K 0.01% 642
2023
Q4 		$291K Sell
1,482
-11
-0.7% -$1.92K 0.01% 527
2023
Q3 		$228K Buy
+1,493
New +$215K 0.01% 563

Other funds holding QLYS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return