Larson Financial Group
ONEQ icon

Larson Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Larson Financial Group’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
Q3 		$485K Buy
4,578
+2,102
+85% +$217K 0.01% 602
2026
Q2 		$256K Buy
2,476
+2,394
+2,920% +$238K 0.01% 757
2026
Q1 		$6.96K Sell
82
-1,494
-95% -$134K ﹤0.01% 2436
2025
Q4 		$144K Sell
1,576
-237
-13% -$21.6K ﹤0.01% 800
2025
Q3 		$162K Sell
1,813
-584
-24% -$49.3K 0.01% 754
2025
Q2 		$192K Buy
2,397
+2,076
+647% +$150K 0.01% 666
2025
Q1 		$21.8K Sell
321
-1,192
-79% -$89K ﹤0.01% 1326
2024
Q4 		$115K Hold
1,513
– – 0.01% 701
2024
Q3 		$108K Buy
1,513
+239
+19% +$16.6K 0.01% 710
2024
Q2 		$89.1K Buy
1,274
+82
+7% +$5.37K 0.01% 677
2024
Q1 		$76.8K Sell
1,192
-255
-18% -$15.8K 0.01% 595
2023
Q4 		$85.7K Buy
1,447
+255
+21% +$14K 0.01% 524
2023
Q3 		$62K Hold
1,192
– – 0.01% 554
2023
Q2 		$64.5K Hold
1,192
– – 0.01% 502
2023
Q1 		$57.2K Sell
1,192
-14,000
-92% -$630K 0.01% 522
2022
Q4 		$622K Buy
15,192
+13,880
+1,058% +$592K 0.07% 175
2022
Q3 		$54K Sell
1,312
-1,423
-52% -$66.3K 0.01% 457
2022
Q2 		$118K Buy
2,735
+118
+5% +$5.63K 0.02% 243
2022
Q1 		$145K Buy
2,617
+2,597
+12,985% +$142K 0.02% 232
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1028
2021
Q3 		$1K Hold
20
– – ﹤0.01% 841
2021
Q2 		$1K Buy
+20
New +$1.08K ﹤0.01% 783

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Larson Financial Group's ONEQ Position: Q3 2026 in Review

Larson Financial Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 85% in Q3 2026, buying an estimated $217K and bringing the position to 4,578 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #602.

Larson Financial Group first reported a position in ONEQ in Q2 2021 and has held it in 22 quarters since. The position peaked at $622K in Q4 2022. 308 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Larson Financial Group held 4,578 shares of Fidelity Nasdaq Composite Index ETF worth $485K as of Q3 2026.
  • Larson Financial Group bought 2,102 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $217K.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #602 holding.
  • Larson Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and has held it in 22 quarters since.
  • Larson Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $622K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.