Welch Group’s Nasdaq NDAQ Stock Holding History

Welch Group’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 Q2	$396K	Hold	5,029	–	–	0.01%	217
2026 Q1	$427K	Hold	5,029	–	–	0.02%	198
2025 Q4	$488K	Buy	5,029 +78	+2%	+$7.01K	0.02%	176
2025 Q3	$438K	Hold	4,951	–	–	0.02%	184
2025 Q2	$443K	Buy	4,951 +4	+0.1%	+$319	0.02%	166
2025 Q1	$371K	Hold	4,947	–	–	0.02%	179
2024 Q4	$383K	Hold	4,947	–	–	0.02%	180
2024 Q3	$361K	Hold	4,947	–	–	0.02%	184
2024 Q2	$298K	Hold	4,947	–	–	0.01%	196
2024 Q1	$312K	Hold	4,947	–	–	0.02%	171
2023 Q4	$288K	Hold	4,947	–	–	0.02%	180
2023 Q3	$240K	Hold	4,947	–	–	0.01%	182
2023 Q2	$247K	Hold	4,947	–	–	0.01%	180
2023 Q1	$270K	Hold	4,947	–	–	0.02%	166
2022 Q4	$303K	Hold	4,947	–	–	0.02%	158
2022 Q3	$280K	Hold	4,947	–	–	0.02%	137
2022 Q2	$252K	Hold	4,947	–	–	0.02%	162
2022 Q1	$294K	Hold	4,947	–	–	0.02%	165
2021 Q4	$346K	Hold	4,947	–	–	0.02%	153
2021 Q3	$318K	Buy	4,947 +687	+16%	+$43.2K	0.02%	142
2021 Q2	$250K	Hold	4,260	–	–	0.02%	157
2021 Q1	$209K	Buy	+4,260	New	+$202K	0.02%	177

Other funds holding NDAQ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group's NDAQ Position: Q2 2026 in Review

Welch Group held its Nasdaq (NDAQ) position steady in Q2 2026 at 5,029 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #217.

Welch Group first reported a position in NDAQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $488K in Q4 2025. 348 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Welch Group held 5,029 shares of Nasdaq worth $396K as of Q2 2026.
Welch Group left its Nasdaq share count unchanged in Q2 2026.
Nasdaq made up 0.01% of Welch Group's portfolio in Q2 2026, its #217 holding.
Welch Group first reported a position in Nasdaq in Q1 2021 and has held it in 22 quarters since.
Welch Group's Nasdaq position peaked at $488K in Q4 2025.
348 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.