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

Modera 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 		$750K Sell
7,265
-581
-7% -$57.9K 0.01% 391
2026
Q1 		$666K Sell
7,846
-124
-2% -$11.1K 0.01% 392
2025
Q4 		$728K Buy
+7,970
New +$726K 0.01% 386

Other funds holding ONEQ

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
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

Modera Wealth Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 7.4% in Q2 2026, selling an estimated $57.9K and leaving 7,265 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #391.

Modera Wealth Management first reported a position in ONEQ in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Modera Wealth Management held 7,265 shares of Fidelity Nasdaq Composite Index ETF worth $750K as of Q2 2026.
  • Modera Wealth Management sold 581 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $57.9K.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Modera Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.