WEG
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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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return