Gimbal Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Gimbal Financial’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	$451K	Buy	+4,370	New	+$435K	0.28%	28
2025 Q3	$317K	Buy	3,561 +1,030	+41%	+$86.9K	0.19%	36
2025 Q2	$203K	Sell	2,531 -1,881	-43%	-$136K	0.12%	45
2025 Q1	$300K	Sell	4,412 -82,282	-95%	-$6.14M	0.27%	32
2024 Q4	$6.59M	Buy	86,694 +3,455	+4%	+$259K	5.39%	6
2024 Q3	$6.03M	Sell	83,239 -44,415	-35%	-$3.08M	3.92%	8
2024 Q2	$9.21M	Buy	127,654 +123,696	+3,125%	+$8.1M	6.78%	5
2024 Q1	$255K	Sell	3,958 -602	-13%	-$37.2K	0.21%	39
2023 Q4	$270K	Buy	+4,560	New	+$250K	0.27%	35

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

Gimbal Financial's ONEQ Position: Q2 2026 in Review

Gimbal Financial opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 4,370 shares worth $451K. The stake represents 0.28% of the portfolio and ranks #28 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in ONEQ as recently as Q3 2025.

Gimbal Financial first reported a position in ONEQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.21M in Q2 2024. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Gimbal Financial held 4,370 shares of Fidelity Nasdaq Composite Index ETF worth $451K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Gimbal Financial position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.28% of Gimbal Financial's portfolio in Q2 2026, its #28 holding.
Gimbal Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 9 quarters since.
Gimbal Financial's Fidelity Nasdaq Composite Index ETF position peaked at $9.21M in Q2 2024.
442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.