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 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 $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Hershey Financial Advisers's ONEQ Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 12,424 shares — an estimated $1.14M sold.

Hershey Financial Advisers first reported a position in ONEQ in Q2 2024 and held it in 5 quarters. The position peaked at $1.72M in Q4 2024. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Hershey Financial Advisers reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Hershey Financial Advisers sold 12,424 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $1.14M.
Hershey Financial Advisers first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 5 quarters.
Hershey Financial Advisers's Fidelity Nasdaq Composite Index ETF position peaked at $1.72M in Q4 2024.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.