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 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 $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concord Wealth Partners's ONEQ Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 59 shares — an estimated $5.39K sold.

Concord Wealth Partners first reported a position in ONEQ in Q2 2023 and held it in 6 quarters. The position peaked at $5.39K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Concord Wealth Partners reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 59 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $5.39K.
Concord Wealth Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 6 quarters.
Concord Wealth Partners's Fidelity Nasdaq Composite Index ETF position peaked at $5.39K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.