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MassMutual Private Wealth & Trust’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-86
Closed -$6.54K – 2446
2024
Q4 		$6.54K Sell
86
-130
-60% -$9.73K ﹤0.01% 1426
2024
Q3 		$15.5K Buy
+216
New +$15K ﹤0.01% 985
2024
Q2 		– Sell
-200
Closed -$12.9K – 2205
2024
Q1 		$12.9K Buy
+200
New +$12.4K ﹤0.01% 960

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

MassMutual Private Wealth & Trust's ONEQ Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 86 shares — an estimated $6.54K sold.

MassMutual Private Wealth & Trust first reported a position in ONEQ in Q1 2024 and held it in 3 quarters. The position peaked at $15.5K in Q3 2024. 333 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 86 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $6.54K.
  • MassMutual Private Wealth & Trust first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Fidelity Nasdaq Composite Index ETF position peaked at $15.5K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.