Legacy Advisors’s Nasdaq NDAQ Stock Holding History

Legacy Advisors’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 Q1	$301K	Sell	3,967 -329	-8%	-$25.9K	0.03%	325
2024 Q4	$332K	Sell	4,296 -1,522	-26%	-$118K	0.03%	299
2024 Q3	$425K	Buy	5,818 +1,138	+24%	+$77.7K	0.05%	256
2024 Q2	$282K	Buy	4,680 +87	+2%	+$5.27K	0.03%	264
2024 Q1	$290K	Sell	4,593 -887	-16%	-$51.3K	0.04%	253
2023 Q4	$319K	Buy	5,480 +678	+14%	+$35.7K	0.04%	235
2023 Q3	$233K	Buy	4,802 +21	+0.4%	+$1.06K	0.04%	257
2023 Q2	$238K	Buy	+4,781	New	+$259K	0.04%	245
2018 Q4	–	Sell	-4,059	Closed	-$116K	–	296
2018 Q3	$116K	Buy	+4,059	New	+$125K	0.06%	169
2017 Q4	–	Sell	-123	Closed	-$3K	–	403
2017 Q3	$3K	Buy	+123	New	+$3.06K	﹤0.01%	311

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Legacy Advisors's NDAQ Position: Q1 2025 in Review

Legacy Advisors reduced its Nasdaq (NDAQ) stake by 7.7% in Q1 2025, selling an estimated $25.9K and leaving 3,967 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #325.

Legacy Advisors first reported a position in NDAQ in Q3 2017 and has held it in 10 quarters since. The position peaked at $425K in Q3 2024. 935 funds tracked by Wall St. Rank hold NDAQ as of Q1 2025.

Legacy Advisors held 3,967 shares of Nasdaq worth $301K as of Q1 2025.
Legacy Advisors sold 329 Nasdaq shares in Q1 2025, an estimated $25.9K.
Nasdaq made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #325 holding.
Legacy Advisors first reported a position in Nasdaq in Q3 2017 and has held it in 10 quarters since.
Legacy Advisors's Nasdaq position peaked at $425K in Q3 2024.
935 funds tracked by Wall St. Rank held Nasdaq as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.