LA
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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
Q2 		– Sell
-3,967
Closed -$301K – 270
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 – 297
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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return