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Grey Fox Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Grey Fox Wealth Advisors’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
2025
Q4 		– Sell
-950
Closed -$84.7K – 458
2025
Q3 		$84.7K Buy
+950
New +$80.2K 0.02% 206

Other funds holding ONEQ

AF
Align Financial Hermantown, Minnesota $176M AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Grey Fox Wealth Advisors's ONEQ Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 950 shares — an estimated $84.7K sold.

Grey Fox Wealth Advisors first reported a position in ONEQ in Q3 2025 and held it in 1 quarter. The position peaked at $84.7K in Q3 2025. 405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 950 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $84.7K.
  • Grey Fox Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $84.7K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.