HUB Investment Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

HUB Investment Partners’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	$1.19M	Sell	11,547 -350	-3%	-$34.9K	0.02%	407
2026 Q1	$1.01M	Buy	11,897 +3,387	+40%	+$304K	0.02%	366
2025 Q4	$778K	Sell	8,510 -5,741	-40%	-$523K	0.02%	366
2025 Q3	$1.27M	Buy	14,251 +7,176	+101%	+$606K	0.04%	250
2025 Q2	$567K	Hold	7,075	–	–	0.02%	360
2025 Q1	$482K	Hold	7,075	–	–	0.02%	346
2024 Q4	$538K	Hold	7,075	–	–	0.02%	308
2024 Q3	$507K	Hold	7,075	–	–	0.02%	295
2024 Q2	$495K	Buy	7,075 +275	+4%	+$18K	0.02%	280
2024 Q1	$438K	Hold	6,800	–	–	0.02%	297
2023 Q4	$403K	Buy	6,800 +1,800	+36%	+$98.7K	0.03%	266
2023 Q3	$260K	Hold	5,000	–	–	0.04%	211
2023 Q2	$270K	Buy	+5,000	New	+$249K	0.04%	200

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

HUB Investment Partners's ONEQ Position: Q2 2026 in Review

HUB Investment Partners reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.9% in Q2 2026, selling an estimated $34.9K and leaving 11,547 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #407.

HUB Investment Partners first reported a position in ONEQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q3 2025. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

HUB Investment Partners held 11,547 shares of Fidelity Nasdaq Composite Index ETF worth $1.19M as of Q2 2026.
HUB Investment Partners sold 350 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $34.9K.
Fidelity Nasdaq Composite Index ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #407 holding.
HUB Investment Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and has held it in 13 quarters since.
HUB Investment Partners's Fidelity Nasdaq Composite Index ETF position peaked at $1.27M in Q3 2025.
439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.