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Beaumont Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Beaumont Financial Advisors’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
Q2 		$686K Sell
6,650
-1,110
-14% -$111K 0.04% 211
2026
Q1 		$659K Buy
7,760
+37
+0.5% +$3.32K 0.05% 202
2025
Q4 		$706K Hold
7,723
– – 0.05% 195
2025
Q3 		$688K Hold
7,723
– – 0.05% 204
2025
Q2 		$619K Sell
7,723
-400
-5% -$28.8K 0.04% 199
2025
Q1 		$553K Hold
8,123
– – 0.04% 208
2024
Q4 		$618K Buy
8,123
+300
+4% +$22.5K 0.05% 200
2024
Q3 		$560K Buy
7,823
+125
+2% +$8.68K 0.04% 199
2024
Q2 		$538K Buy
7,698
+300
+4% +$19.6K 0.04% 204
2024
Q1 		$476K Buy
7,398
+775
+12% +$47.9K 0.04% 210
2023
Q4 		$392K Buy
6,623
+250
+4% +$13.7K 0.04% 225
2023
Q3 		$331K Sell
6,373
-300
-4% -$16.3K 0.03% 232
2023
Q2 		$361K Buy
6,673
+700
+12% +$34.8K 0.03% 238
2023
Q1 		$286K Sell
5,973
-500
-8% -$22.5K 0.03% 255
2022
Q4 		$265K Sell
6,473
-775
-11% -$33.1K 0.03% 272
2022
Q3 		$300K Sell
7,248
-100
-1% -$4.66K 0.03% 240
2022
Q2 		$317K Sell
7,348
-2,756
-27% -$131K 0.03% 230
2022
Q1 		$561K Sell
10,104
-729
-7% -$39.8K 0.04% 194
2021
Q4 		$660K Hold
10,833
– – 0.05% 182
2021
Q3 		$609K Hold
10,833
– – 0.05% 189
2021
Q2 		$610K Sell
10,833
-167
-2% -$8.99K 0.05% 185
2021
Q1 		$565K Sell
11,000
-750
-6% -$38.8K 0.05% 183
2020
Q4 		$590K Hold
11,750
– – 0.05% 181
2020
Q3 		$510K Sell
11,750
-230
-2% -$9.79K 0.05% 193
2020
Q2 		$469K Buy
11,980
+810
+7% +$28.7K 0.05% 183
2020
Q1 		$334K Sell
11,170
-3,070
-22% -$105K 0.04% 177
2019
Q4 		$498K Sell
14,240
-40
-0.3% -$1.33K 0.05% 179
2019
Q3 		$448K Sell
14,280
-110
-0.8% -$3.49K 0.04% 180
2019
Q2 		$453K Sell
14,390
-710
-5% -$22K 0.05% 158
2019
Q1 		$457K Buy
15,100
+150
+1% +$4.32K 0.05% 157
2018
Q4 		$389K Buy
14,950
+2,650
+22% +$75K 0.06% 142
2018
Q3 		$388K Buy
12,300
+290
+2% +$8.96K 0.04% 167
2018
Q2 		$354K Buy
12,010
+120
+1% +$3.46K 0.04% 155
2018
Q1 		$329K Buy
+11,890
New +$338K 0.04% 164

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Beaumont Financial Advisors's ONEQ Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 14% in Q2 2026, selling an estimated $111K and leaving 6,650 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #211.

Beaumont Financial Advisors first reported a position in ONEQ in Q1 2018 and has held it in 34 quarters since. The position peaked at $706K in Q4 2025. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Beaumont Financial Advisors held 6,650 shares of Fidelity Nasdaq Composite Index ETF worth $686K as of Q2 2026.
  • Beaumont Financial Advisors sold 1,110 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $111K.
  • Fidelity Nasdaq Composite Index ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #211 holding.
  • Beaumont Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2018 and has held it in 34 quarters since.
  • Beaumont Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $706K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.