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 Q2	$2.76M	Buy	26,782 +9,798	+58%	+$976K	﹤0.01%	1400
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	–	–	0.98%	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

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

Cerity Partners's ONEQ Position: Q2 2026 in Review

Cerity Partners increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 58% in Q2 2026, buying an estimated $976K and bringing the position to 26,782 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Cerity Partners first reported a position in ONEQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $414M in Q1 2023. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Cerity Partners held 26,782 shares of Fidelity Nasdaq Composite Index ETF worth $2.76M as of Q2 2026.
Cerity Partners bought 9,798 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $976K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1400 holding.
Cerity Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2022 and has held it in 17 quarters since.
Cerity Partners's Fidelity Nasdaq Composite Index ETF position peaked at $414M in Q1 2023.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.