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Mission Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Mission Wealth 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 		$2.28M Buy
22,067
+3,966
+22% +$395K 0.03% 282
2026
Q1 		$1.54M Sell
18,101
-4,520
-20% -$406K 0.03% 253
2025
Q4 		$2.07M Buy
22,621
+558
+3% +$50.8K 0.04% 214
2025
Q3 		$1.97M Sell
22,063
-151
-0.7% -$12.7K 0.04% 217
2025
Q2 		$1.78M Sell
22,214
-249
-1% -$17.9K 0.04% 226
2025
Q1 		$1.53M Sell
22,463
-2,107
-9% -$157K 0.04% 223
2024
Q4 		$1.87M Buy
24,570
+1,438
+6% +$108K 0.04% 186
2024
Q3 		$1.66M Buy
23,132
+1,004
+5% +$69.7K 0.04% 204
2024
Q2 		$1.55M Buy
22,128
+2,703
+14% +$177K 0.04% 199
2024
Q1 		$1.25M Buy
19,425
+13,452
+225% +$832K 0.03% 244
2023
Q4 		$354K Buy
5,973
+7
+0.1% +$384 0.01% 443
2023
Q3 		$310K Buy
5,966
+6
+0.1% +$325 0.01% 441
2023
Q2 		$322K Buy
5,960
+756
+15% +$37.6K 0.01% 442
2023
Q1 		$250K Sell
5,204
-93
-2% -$4.19K 0.01% 469
2022
Q4 		$217K Sell
5,297
-154
-3% -$6.57K 0.01% 474
2022
Q3 		$226K Buy
5,451
+8
+0.1% +$373 0.01% 445
2022
Q2 		$235K Buy
5,443
+9
+0.2% +$429 0.01% 446
2022
Q1 		$302K Buy
5,434
+214
+4% +$11.7K 0.01% 421
2021
Q4 		$318K Buy
5,220
+183
+4% +$11K 0.01% 421
2021
Q3 		$283K Buy
5,037
+6
+0.1% +$346 0.01% 424
2021
Q2 		$284K Buy
+5,031
New +$271K 0.02% 411

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

Mission Wealth Management's ONEQ Position: Q2 2026 in Review

Mission Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 22% in Q2 2026, buying an estimated $395K and bringing the position to 22,067 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #282.

Mission Wealth Management first reported a position in ONEQ in Q2 2021 and has held it in 21 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Mission Wealth Management held 22,067 shares of Fidelity Nasdaq Composite Index ETF worth $2.28M as of Q2 2026.
  • Mission Wealth Management bought 3,966 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $395K.
  • Fidelity Nasdaq Composite Index ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Mission Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.