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

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,782
Closed -$248K – 1050
2025
Q3 		$248K Sell
2,782
-136
-5% -$11.5K ﹤0.01% 1268
2025
Q2 		$234K Sell
2,918
-1,009
-26% -$72.7K ﹤0.01% 1229
2025
Q1 		$267K Sell
3,927
-852
-18% -$63.6K ﹤0.01% 1095
2024
Q4 		$364K Buy
+4,779
New +$358K ﹤0.01% 991

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $741M AUM 22.36% 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

Kovitz Investment Group Partners's ONEQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 2,782 shares — an estimated $248K sold.

Kovitz Investment Group Partners first reported a position in ONEQ in Q4 2024 and held it in 4 quarters. The position peaked at $364K in Q4 2024. 405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,782 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $248K.
  • Kovitz Investment Group Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Fidelity Nasdaq Composite Index ETF position peaked at $364K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.