Aufman Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Aufman Associates’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$422K	Hold	4,969	–	–	0.21%	35
2025 Q4	$454K	Sell	4,969 -1,108	-18%	-$101K	0.23%	34
2025 Q3	$542K	Hold	6,077	–	–	0.3%	30
2025 Q2	$487K	Hold	6,077	–	–	0.3%	31
2025 Q1	$414K	Hold	6,077	–	–	0.28%	32
2024 Q4	$462K	Hold	6,077	–	–	0.31%	29
2024 Q3	$435K	Sell	6,077 -1,463	-19%	-$102K	0.28%	32
2024 Q2	$527K	Hold	7,540	–	–	0.38%	23
2024 Q1	$486K	Hold	7,540	–	–	0.34%	22
2023 Q4	$447K	Hold	7,540	–	–	0.34%	24
2023 Q3	$392K	Hold	7,540	–	–	0.33%	25
2023 Q2	$408K	Hold	7,540	–	–	0.34%	25
2023 Q1	$362K	Hold	7,540	–	–	0.31%	28
2022 Q4	$309K	Hold	7,540	–	–	0.29%	31
2022 Q3	$312K	Hold	7,540	–	–	0.33%	27
2022 Q2	$325K	Hold	7,540	–	–	0.31%	29
2022 Q1	$419K	Hold	7,540	–	–	0.33%	26
2021 Q4	$459K	Hold	7,540	–	–	0.34%	23
2021 Q3	$424K	Hold	7,540	–	–	0.35%	22
2021 Q2	$425K	Hold	7,540	–	–	0.33%	23
2021 Q1	$387K	Hold	7,540	–	–	0.32%	23
2020 Q4	$378K	Hold	7,540	–	–	0.34%	25
2020 Q3	$327K	Hold	7,540	–	–	0.35%	26
2020 Q2	$295K	Sell	7,540 -900	-11%	-$31.9K	0.33%	28
2020 Q1	$252K	Sell	8,440 -40	-0.5%	-$1.37K	0.35%	32
2019 Q4	$296K	Buy	+8,480	New	+$282K	0.3%	32

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Aufman Associates's ONEQ Position: Q1 2026 in Review

Aufman Associates held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 4,969 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #35.

Aufman Associates first reported a position in ONEQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $542K in Q3 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Aufman Associates held 4,969 shares of Fidelity Nasdaq Composite Index ETF worth $422K as of Q1 2026.
Aufman Associates left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.21% of Aufman Associates's portfolio in Q1 2026, its #35 holding.
Aufman Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and has held it in 26 quarters since.
Aufman Associates's Fidelity Nasdaq Composite Index ETF position peaked at $542K in Q3 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.