DWP
ONEQ icon

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

Daymark 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 		$775K Sell
7,512
-293
-4% -$29.2K 0.02% 378
2026
Q1 		$663K Sell
7,805
-775
-9% -$69.6K 0.02% 361
2025
Q4 		$784K Sell
8,580
-170
-2% -$15.5K 0.03% 318
2025
Q3 		$780K Sell
8,750
-514
-6% -$43.4K 0.03% 310
2025
Q2 		$742K Buy
+9,264
New +$668K 0.03% 299

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

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

Daymark Wealth Partners reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3.8% in Q2 2026, selling an estimated $29.2K and leaving 7,512 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #378.

Daymark Wealth Partners first reported a position in ONEQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $784K in Q4 2025. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Daymark Wealth Partners held 7,512 shares of Fidelity Nasdaq Composite Index ETF worth $775K as of Q2 2026.
  • Daymark Wealth Partners sold 293 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $29.2K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #378 holding.
  • Daymark Wealth Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Fidelity Nasdaq Composite Index ETF position peaked at $784K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.