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

Hershey Financial Advisers’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	$534K	Buy	+5,172	New	+$515K	0.38%	63
2026 Q1	–	Sell	-12,424	Closed	-$1.14M	–	100
2025 Q4	$1.14M	Buy	12,424 +7,073	+132%	+$644K	0.96%	46
2025 Q3	$477K	Sell	5,351 -14,789	-73%	-$1.25M	0.41%	66
2025 Q2	$1.61M	Buy	+20,140	New	+$1.45M	1.44%	27
2024 Q4	$1.72M	Buy	+22,667	New	+$1.7M	1.52%	24
2024 Q2	$729K	Buy	+10,430	New	+$683K	0.65%	38

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

Hershey Financial Advisers's ONEQ Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 5,172 shares worth $534K. The stake represents 0.38% of the portfolio and ranks #63 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in ONEQ as recently as Q4 2025.

Hershey Financial Advisers first reported a position in ONEQ in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2024. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Hershey Financial Advisers held 5,172 shares of Fidelity Nasdaq Composite Index ETF worth $534K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Hershey Financial Advisers position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.38% of Hershey Financial Advisers's portfolio in Q2 2026, its #63 holding.
Hershey Financial Advisers first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Fidelity Nasdaq Composite Index ETF position peaked at $1.72M in Q4 2024.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.