Cerity Partners
ONEQ icon

Cerity Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Cerity Partners’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 		$1.44M Sell
16,984
-4,270
-20% -$383K ﹤0.01% 1654
2025
Q4 		$1.94M Sell
21,254
-157
-0.7% -$14.3K ﹤0.01% 1381
2025
Q3 		$1.91M Sell
21,411
-784
-4% -$66.2K ﹤0.01% 1315
2025
Q2 		$1.78M Sell
22,195
-271
-1% -$19.5K ﹤0.01% 1273
2025
Q1 		$1.53M Sell
22,466
-6,068
-21% -$453K ﹤0.01% 1240
2024
Q4 		$2.17M Buy
28,534
+8,803
+45% +$659K ﹤0.01% 1074
2024
Q3 		$1.41M Buy
19,731
+1,188
+6% +$82.5K ﹤0.01% 1251
2024
Q2 		$1.3M Buy
18,543
+9,062
+96% +$593K ﹤0.01% 1108
2024
Q1 		$610K Buy
9,481
+369
+4% +$22.8K ﹤0.01% 1508
2023
Q4 		$540K Buy
9,112
+2,390
+36% +$131K ﹤0.01% 1245
2023
Q3 		$349K Sell
6,722
-20
-0.3% -$1.08K ﹤0.01% 1101
2023
Q2 		$365K Sell
6,742
-5,528
-45% -$275K ﹤0.01% 1317
2023
Q1 		$414M Hold
12,270
– – 1.02% 16
2022
Q4 		$503K Hold
12,270
– – ﹤0.01% 951
2022
Q3 		$509K Hold
12,270
– – 0.01% 708
2022
Q2 		$93K Buy
+12,270
New +$585K ﹤0.01% 1133

Other funds holding ONEQ

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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 $688M AUM 14.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return