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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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

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

Daymark Wealth Partners reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 9% in Q1 2026, selling an estimated $69.6K and leaving 7,805 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #361.

Daymark Wealth Partners first reported a position in ONEQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $784K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Daymark Wealth Partners held 7,805 shares of Fidelity Nasdaq Composite Index ETF worth $663K as of Q1 2026.
  • Daymark Wealth Partners sold 775 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $69.6K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #361 holding.
  • Daymark Wealth Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's Fidelity Nasdaq Composite Index ETF position peaked at $784K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.