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

Concord Wealth 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	$6.09K	Buy	+59	New	+$5.88K	﹤0.01%	630
2026 Q1	–	Sell	-59	Closed	-$5.39K	–	611
2025 Q4	$5.39K	Buy	+59	New	+$5.37K	﹤0.01%	613
2025 Q3	–	Sell	-59	Closed	-$4.73K	–	870
2025 Q2	$4.73K	Buy	+59	New	+$4.25K	﹤0.01%	641
2024 Q4	–	Sell	-22	Closed	-$1.57K	–	969
2024 Q3	$1.57K	Buy	+22	New	+$1.53K	﹤0.01%	769
2024 Q2	–	Sell	-22	Closed	-$1.42K	–	901
2024 Q1	$1.42K	Buy	+22	New	+$1.36K	﹤0.01%	776
2023 Q4	–	Sell	-22	Closed	-$1.14K	–	959
2023 Q3	$1.14K	Hold	22	–	–	﹤0.01%	931
2023 Q2	$1.19K	Buy	+22	New	+$1.09K	﹤0.01%	930

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

Concord Wealth Partners's ONEQ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 59 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ONEQ as recently as Q4 2025.

Concord Wealth Partners first reported a position in ONEQ in Q2 2023 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Concord Wealth Partners held 59 shares of Fidelity Nasdaq Composite Index ETF worth $6.09K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #630 holding.
Concord Wealth Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and has held it in 7 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.