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Harmony Asset Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Harmony Asset 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
2025
Q1 		– Sell
-11,297
Closed -$859K – 170
2024
Q4 		$859K Hold
11,297
– – 0.34% 71
2024
Q3 		$809K Sell
11,297
-500
-4% -$34.7K 0.3% 73
2024
Q2 		$825K Hold
11,797
– – 0.35% 63
2024
Q1 		$760K Buy
+11,797
New +$730K 0.31% 76

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Harmony Asset Management's ONEQ Position: Q1 2025 in Review

Harmony Asset Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 11,297 shares — an estimated $859K sold.

Harmony Asset Management first reported a position in ONEQ in Q1 2024 and held it in 4 quarters. The position peaked at $859K in Q4 2024. 333 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

  • Harmony Asset Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
  • Harmony Asset Management sold 11,297 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $859K.
  • Harmony Asset Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2024 and held it in 4 quarters.
  • Harmony Asset Management's Fidelity Nasdaq Composite Index ETF position peaked at $859K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on Harmony Asset Management's 13F filing for Q1 2025, filed 1 May 2025.