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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
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 $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
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
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

Larson Financial Group's ONEQ Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2,920% in Q2 2026, buying an estimated $238K and bringing the position to 2,476 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #757.

Larson Financial Group first reported a position in ONEQ in Q2 2021 and has held it in 21 quarters since. The position peaked at $622K in Q4 2022. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Larson Financial Group held 2,476 shares of Fidelity Nasdaq Composite Index ETF worth $256K as of Q2 2026.
  • Larson Financial Group bought 2,394 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $238K.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #757 holding.
  • Larson Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and has held it in 21 quarters since.
  • Larson Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $622K in Q4 2022.
  • 442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.