EWM
ONEQ icon

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

Empirical 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
2026
Q2 		$500K Buy
4,844
+598
+14% +$59.5K 0.01% 679
2026
Q1 		$361K Hold
4,246
– – 0.01% 717
2025
Q4 		$388K Sell
4,246
-1,081
-20% -$98.4K 0.01% 606
2025
Q3 		$475K Hold
5,327
– – 0.01% 484
2025
Q2 		$427K Buy
5,327
+1,000
+23% +$72.1K 0.01% 449
2025
Q1 		$295K Sell
4,327
-32
-0.7% -$2.39K 0.01% 521
2024
Q4 		$332K Buy
4,359
+9
+0.2% +$674 0.01% 487
2024
Q3 		$311K Buy
4,350
+7
+0.2% +$486 0.01% 460
2024
Q2 		$304K Buy
4,343
+7
+0.2% +$458 0.01% 457
2024
Q1 		$279K Buy
4,336
+9
+0.2% +$557 0.01% 458
2023
Q4 		$256K Buy
4,327
+8
+0.2% +$439 0.01% 431
2023
Q3 		$225K Buy
4,319
+8
+0.2% +$433 0.01% 428
2023
Q2 		$233K Buy
4,311
+7
+0.2% +$348 0.01% 416
2023
Q1 		$206K Buy
+4,304
New +$194K 0.01% 441

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Empirical Wealth Management's ONEQ Position: Q2 2026 in Review

Empirical Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 14% in Q2 2026, buying an estimated $59.5K and bringing the position to 4,844 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #679.

Empirical Wealth Management first reported a position in ONEQ in Q1 2023 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Empirical Wealth Management held 4,844 shares of Fidelity Nasdaq Composite Index ETF worth $500K as of Q2 2026.
  • Empirical Wealth Management bought 598 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $59.5K.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Empirical Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 190 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.