Moneta Group Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Moneta Group Investment Advisors’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	$2.68M	Sell	25,981 -2,977	-10%	-$296K	0.02%	266
2026 Q1	$2.46M	Buy	28,958 +1,782	+7%	+$160K	0.02%	248
2025 Q4	$2.48M	Sell	27,176 -52	-0.2%	-$4.73K	0.02%	246
2025 Q3	$2.43M	Buy	27,228 +13,614	+100%	+$1.15M	0.02%	246
2025 Q2	$1.09M	Buy	13,614 +48	+0.4%	+$3.46K	0.01%	296
2025 Q1	$923K	Buy	13,566 +1,230	+10%	+$91.8K	0.01%	301
2024 Q4	$938K	Buy	12,336 +189	+2%	+$14.1K	0.01%	294
2024 Q3	$870K	Hold	12,147	–	–	0.01%	296
2024 Q2	$849K	Sell	12,147 -240	-2%	-$15.7K	0.01%	289
2024 Q1	$798K	Buy	12,387 +240	+2%	+$14.8K	0.01%	293
2023 Q4	$720K	Hold	12,147	–	–	0.01%	279
2023 Q3	$632K	Hold	12,147	–	–	0.01%	276
2023 Q2	$657K	Sell	12,147 -1,928	-14%	-$95.9K	0.01%	278
2023 Q1	$675K	Buy	14,075 +1,375	+11%	+$61.9K	0.02%	267
2022 Q4	$577K	Buy	+12,700	New	+$542K	0.02%	271

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

Moneta Group Investment Advisors's ONEQ Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 10% in Q2 2026, selling an estimated $296K and leaving 25,981 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #266.

Moneta Group Investment Advisors first reported a position in ONEQ in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Moneta Group Investment Advisors held 25,981 shares of Fidelity Nasdaq Composite Index ETF worth $2.68M as of Q2 2026.
Moneta Group Investment Advisors sold 2,977 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $296K.
Fidelity Nasdaq Composite Index ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #266 holding.
Moneta Group Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.