West Branch Capital’s Nasdaq NDAQ Stock Holding History

West Branch Capital’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 Q4	–	Sell	-323	Closed	-$28.6K	–	449
2025 Q3	$28.6K	Buy	+323	New	+$29.9K	0.01%	175

Other funds holding NDAQ

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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Branch Capital's NDAQ Position: Q4 2025 in Review

West Branch Capital sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 323 shares — an estimated $28.6K sold.

West Branch Capital first reported a position in NDAQ in Q3 2025 and held it in 1 quarter. The position peaked at $28.6K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

West Branch Capital reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 323 Nasdaq shares in Q4 2025, an estimated $28.6K.
West Branch Capital first reported a position in Nasdaq in Q3 2025 and held it in 1 quarter.
West Branch Capital's Nasdaq position peaked at $28.6K in Q3 2025.
1,096 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.