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Marshall Investment Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Marshall Investment Management’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 		$8.51K Sell
82
-12
-13% -$1.2K ﹤0.01% 239
2026
Q1 		$8.01K Buy
+94
New +$8.44K ﹤0.01% 203

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

Marshall Investment Management's ONEQ Position: Q2 2026 in Review

Marshall Investment Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 13% in Q2 2026, selling an estimated $1.2K and leaving 82 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Marshall Investment Management first reported a position in ONEQ in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Marshall Investment Management held 82 shares of Fidelity Nasdaq Composite Index ETF worth $8.51K as of Q2 2026.
  • Marshall Investment Management sold 12 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $1.2K.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #239 holding.
  • Marshall Investment Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.