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David Kennon’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

David Kennon’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 		$7.85M Sell
76,041
-158,635
-68% -$15.8M 2.59% 11
2026
Q1 		$19.9M Buy
234,676
+4,224
+2% +$379K 7.15% 3
2025
Q4 		$21.1M Sell
230,452
-7,136
-3% -$650K 7.49% 3
2025
Q3 		$21.2M Sell
237,588
-2,983
-1% -$252K 7.62% 4
2025
Q2 		$19.3M Buy
240,571
+8,079
+3% +$582K 7.2% 4
2025
Q1 		$15.8M Sell
232,492
-16,207
-7% -$1.21M 6.3% 5
2024
Q4 		$18.9M Sell
248,699
-1,516
-0.6% -$113K 7.46% 4
2024
Q3 		$17.9M Buy
250,215
+1,187
+0.5% +$82.4K 7.05% 4
2024
Q2 		$17.4M Buy
249,028
+1,710
+0.7% +$112K 7.31% 4
2024
Q1 		$15.9M Sell
247,318
-1,645
-0.7% -$102K 6.81% 4
2023
Q4 		$14.7M Sell
248,963
-22,326
-8% -$1.22M 6.61% 4
2023
Q3 		$14.1M Buy
271,289
+3,103
+1% +$168K 6.76% 4
2023
Q2 		$14.5M Buy
268,186
+4,541
+2% +$226K 6.76% 4
2023
Q1 		$12.6M Sell
263,645
-22,002
-8% -$991K 6.17% 5
2022
Q4 		$11.7M Sell
285,647
-1,863
-0.6% -$79.5K 6.09% 3
2022
Q3 		$11.9M Buy
+287,510
New +$13.4M 6.55% 3

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
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
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

David Kennon's ONEQ Position: Q2 2026 in Review

David Kennon reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 68% in Q2 2026, selling an estimated $15.8M and leaving 76,041 shares worth $7.85M. The position accounts for 2.59% of the portfolio, ranked #11.

David Kennon first reported a position in ONEQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.2M in Q3 2025. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • David Kennon held 76,041 shares of Fidelity Nasdaq Composite Index ETF worth $7.85M as of Q2 2026.
  • David Kennon sold 158,635 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $15.8M.
  • Fidelity Nasdaq Composite Index ETF made up 2.59% of David Kennon's portfolio in Q2 2026, its #11 holding.
  • David Kennon first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2022 and has held it in 16 quarters since.
  • David Kennon's Fidelity Nasdaq Composite Index ETF position peaked at $21.2M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.