Family Investment Center’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Family Investment Center’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	$222K	Buy	+2,152	New	+$214K	0.04%	112
2026 Q1	–	Sell	-2,388	Closed	-$218K	–	102
2025 Q4	$218K	Hold	2,388	–	–	0.04%	92
2025 Q3	$213K	Sell	2,388 -1,231	-34%	-$104K	0.04%	96
2025 Q2	$290K	Sell	3,619 -3	-0.1%	-$216	0.07%	71
2025 Q1	$247K	Sell	3,622 -158	-4%	-$11.8K	0.06%	66
2024 Q4	$288K	Sell	3,780 -14	-0.4%	-$1.05K	0.07%	71
2024 Q3	$272K	Sell	3,794 -12	-0.3%	-$833	0.07%	72
2024 Q2	$266K	Sell	3,806 -8	-0.2%	-$524	0.08%	72
2024 Q1	$246K	Sell	3,814 -276	-7%	-$17.1K	0.08%	74
2023 Q4	$242K	Buy	+4,090	New	+$224K	0.12%	63

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

Family Investment Center's ONEQ Position: Q2 2026 in Review

Family Investment Center opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,152 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Family Investment Center previously reported a position in ONEQ as recently as Q4 2025.

Family Investment Center first reported a position in ONEQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $290K in Q2 2025. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Family Investment Center held 2,152 shares of Fidelity Nasdaq Composite Index ETF worth $222K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Family Investment Center position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #112 holding.
Family Investment Center first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 10 quarters since.
Family Investment Center's Fidelity Nasdaq Composite Index ETF position peaked at $290K in Q2 2025.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.