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World Equity Group’s Nasdaq NDAQ Stock Holding History

World Equity 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
2025
Q3 		– Sell
-6,709
Closed -$600K – 369
2025
Q2 		$600K Sell
6,709
-200
-3% -$16K 0.16% 133
2025
Q1 		$524K Sell
6,909
-7,309
-51% -$575K 0.15% 144
2024
Q4 		$1.1M Buy
+14,218
New +$1.1M 0.24% 90
2023
Q2 		– Sell
-112,180
Closed -$1.18M – 464
2023
Q1 		$1.18M Buy
+112,180
New +$6.48M 0.18% 145
2022
Q2 		– Sell
-7,677
Closed -$456K – 381
2022
Q1 		$456K Buy
+7,677
New +$454K 0.1% 218

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

World Equity Group's NDAQ Position: Q3 2025 in Review

World Equity Group sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 6,709 shares — an estimated $600K sold.

World Equity Group first reported a position in NDAQ in Q1 2022 and held it in 5 quarters. The position peaked at $1.18M in Q1 2023. 1,047 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • World Equity Group reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • World Equity Group sold 6,709 Nasdaq shares in Q3 2025, an estimated $600K.
  • World Equity Group first reported a position in Nasdaq in Q1 2022 and held it in 5 quarters.
  • World Equity Group's Nasdaq position peaked at $1.18M in Q1 2023.
  • 1,047 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.