Laurel Wealth Advisors (North Carolina)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-40	Closed	-$3.66K	–	493
2025 Q4	$3.66K	Buy	+40	New	+$3.64K	﹤0.01%	572
2025 Q2	–	Sell	-40	Closed	-$2.72K	–	517
2025 Q1	$2.72K	Hold	40	–	–	﹤0.01%	584
2024 Q4	$3.04K	Hold	40	–	–	﹤0.01%	599
2024 Q3	$2.86K	Hold	40	–	–	﹤0.01%	563
2024 Q2	$2.8K	Hold	40	–	–	﹤0.01%	536
2024 Q1	$2.58K	Hold	40	–	–	﹤0.01%	536
2023 Q4	$2.37K	Hold	40	–	–	﹤0.01%	504
2023 Q3	$2.08K	Buy	+40	New	+$2.17K	﹤0.01%	509
2020 Q3	–	Sell	-400	Closed	-$16K	–	546
2020 Q2	$16K	Hold	400	–	–	0.01%	326
2020 Q1	$12K	Hold	400	–	–	﹤0.01%	344
2019 Q4	$14K	Hold	400	–	–	﹤0.01%	358
2019 Q3	$13K	Hold	400	–	–	﹤0.01%	353
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	351
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	348
2018 Q4	$10K	Buy	+400	New	+$11.3K	﹤0.01%	354

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

Laurel Wealth Advisors (North Carolina)'s ONEQ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 40 shares — an estimated $3.66K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ONEQ in Q4 2018 and held it in 15 quarters. The position peaked at $16K in Q2 2020. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 40 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $3.66K.
Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2018 and held it in 15 quarters.
Laurel Wealth Advisors (North Carolina)'s Fidelity Nasdaq Composite Index ETF position peaked at $16K in Q2 2020.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.