Key Financial Inc’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Key Financial Inc’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	$305K	Hold	3,593	–	–	0.05%	239
2025 Q4	$328K	Sell	3,593 -219	-6%	-$19.9K	0.06%	226
2025 Q3	$341K	Hold	3,812	–	–	0.06%	221
2025 Q2	$305K	Hold	3,812	–	–	0.06%	223
2025 Q1	$259K	Buy	3,812 +90	+2%	+$6.72K	0.06%	227
2024 Q4	$283K	Hold	3,722	–	–	0.06%	209
2024 Q3	$266K	Hold	3,722	–	–	0.06%	216
2024 Q2	$260K	Hold	3,722	–	–	0.06%	208
2024 Q1	$240K	Hold	3,722	–	–	0.06%	209
2023 Q4	$220K	Hold	3,722	–	–	0.06%	211
2023 Q3	$194K	Hold	3,722	–	–	0.07%	209
2023 Q2	$201K	Hold	3,722	–	–	0.07%	208
2023 Q1	$178K	Hold	3,722	–	–	0.07%	207
2022 Q4	$154K	Hold	3,722	–	–	0.07%	191
2022 Q3	$154K	Hold	3,722	–	–	0.07%	193
2022 Q2	$162K	Hold	3,722	–	–	0.09%	176
2022 Q1	$207K	Hold	3,722	–	–	0.1%	159
2021 Q4	$227K	Sell	3,722 -850	-19%	-$50.9K	0.11%	140
2021 Q3	$257K	Sell	4,572 -308	-6%	-$17.8K	0.15%	125
2021 Q2	$279K	Hold	4,880	–	–	0.16%	115
2021 Q1	$251K	Hold	4,880	–	–	0.17%	121
2020 Q4	$245K	Hold	4,880	–	–	0.18%	104
2020 Q3	$212K	Buy	+4,880	New	+$208K	0.22%	106
2020 Q2	–	Sell	-4,880	Closed	-$147K	–	456
2020 Q1	$147K	Buy	+4,880	New	+$167K	0.15%	115

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

Key Financial Inc's ONEQ Position: Q1 2026 in Review

Key Financial Inc held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 3,593 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #239.

Key Financial Inc first reported a position in ONEQ in Q1 2020 and has held it in 24 quarters since. The position peaked at $341K in Q3 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Key Financial Inc held 3,593 shares of Fidelity Nasdaq Composite Index ETF worth $305K as of Q1 2026.
Key Financial Inc left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #239 holding.
Key Financial Inc first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Fidelity Nasdaq Composite Index ETF position peaked at $341K in Q3 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.