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Congress Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Congress Wealth Management’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
2025
Q2 		$915K Hold
11,420
– – 0.01% 734
2025
Q1 		$797K Buy
+11,420
New +$852K 0.01% 680
2022
Q2 		– Sell
-8,911
Closed -$495K – 598
2022
Q1 		$495K Buy
+8,911
New +$487K 0.01% 446

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Congress Wealth Management's ONEQ Position: Q2 2025 in Review

Congress Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2025 at 11,420 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #734.

Congress Wealth Management first reported a position in ONEQ in Q1 2022 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

  • Congress Wealth Management held 11,420 shares of Fidelity Nasdaq Composite Index ETF worth $915K as of Q2 2025.
  • Congress Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2025.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #734 holding.
  • Congress Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.