Beckerman Institutional’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Beckerman Institutional’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	$2.45M	Sell	23,722 -112	-0.5%	-$11.2K	1.17%	26
2026 Q1	$2.02M	Hold	23,834	–	–	1.08%	26
2025 Q4	$2.18M	Hold	23,834	–	–	1.22%	22
2025 Q3	$2.12M	Sell	23,834 -386	-2%	-$32.6K	1.25%	23
2025 Q2	$1.94M	Hold	24,220	–	–	1.29%	20
2025 Q1	$1.65M	Hold	24,220	–	–	1.19%	23
2024 Q4	$1.84M	Sell	24,220 -195	-0.8%	-$14.6K	1.48%	18
2024 Q3	$1.75M	Buy	+24,415	New	+$1.69M	1.47%	16

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

Beckerman Institutional's ONEQ Position: Q2 2026 in Review

Beckerman Institutional reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.47% in Q2 2026, selling an estimated $11.2K and leaving 23,722 shares worth $2.45M. The position accounts for 1.17% of the portfolio, ranked #26.

Beckerman Institutional first reported a position in ONEQ in Q3 2024 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Beckerman Institutional held 23,722 shares of Fidelity Nasdaq Composite Index ETF worth $2.45M as of Q2 2026.
Beckerman Institutional sold 112 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $11.2K.
Fidelity Nasdaq Composite Index ETF made up 1.17% of Beckerman Institutional's portfolio in Q2 2026, its #26 holding.
Beckerman Institutional first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2024 and has held it in 8 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.