Landmark Wealth Management (New York)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Landmark Wealth Management (New York)’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	$492K	Buy	5,799 +356	+7%	+$32K	0.13%	112
2025 Q4	$498K	Sell	5,443 -89	-2%	-$8.1K	0.19%	58
2025 Q3	$493K	Sell	5,532 -656	-11%	-$55.4K	0.2%	61
2025 Q2	$496K	Sell	6,188 -127	-2%	-$9.15K	0.21%	59
2025 Q1	$430K	Buy	6,315 +410	+7%	+$30.6K	0.19%	53
2024 Q4	$449K	Sell	5,905 -244	-4%	-$18.3K	0.2%	52
2024 Q3	$440K	Buy	+6,149	New	+$427K	0.19%	54
2024 Q2	–	Sell	-6,370	Closed	-$410K	–	62
2024 Q1	$410K	Sell	6,370 -474	-7%	-$29.3K	0.19%	53
2023 Q4	$405K	Sell	6,844 -188	-3%	-$10.3K	0.2%	51
2023 Q3	$366K	Buy	+7,032	New	+$381K	0.21%	53
2023 Q2	–	Sell	-7,812	Closed	-$375K	–	58
2023 Q1	$375K	Buy	7,812 +1,387	+22%	+$62.4K	0.21%	51
2022 Q4	$263K	Sell	6,425 -2,874	-31%	-$123K	0.19%	57
2022 Q3	$385K	Buy	+9,299	New	+$433K	0.29%	47
2022 Q2	–	Sell	-1,392	Closed	-$1.39K	–	134
2022 Q1	$1.39K	Buy	+1,392	New	+$76K	﹤0.01%	89

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Landmark Wealth Management (New York)'s ONEQ Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 6.5% in Q1 2026, buying an estimated $32K and bringing the position to 5,799 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #112.

Landmark Wealth Management (New York) first reported a position in ONEQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $498K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Landmark Wealth Management (New York) held 5,799 shares of Fidelity Nasdaq Composite Index ETF worth $492K as of Q1 2026.
Landmark Wealth Management (New York) bought 356 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $32K.
Fidelity Nasdaq Composite Index ETF made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #112 holding.
Landmark Wealth Management (New York) first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and has held it in 14 quarters since.
Landmark Wealth Management (New York)'s Fidelity Nasdaq Composite Index ETF position peaked at $498K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.