Moody Lynn & Lieberson’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Moody Lynn & Lieberson’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	$218K	Sell	2,116 -400	-16%	-$39.8K	0.01%	250
2026 Q1	$214K	Hold	2,516	–	–	0.01%	242
2025 Q4	$230K	Sell	2,516 -300	-11%	-$27.3K	0.01%	243
2025 Q3	$251K	Hold	2,816	–	–	0.01%	231
2025 Q2	$226K	Buy	+2,816	New	+$203K	0.01%	240
2025 Q1	–	Sell	-2,816	Closed	-$214K	–	254
2024 Q4	$214K	Hold	2,816	–	–	0.01%	231
2024 Q3	$202K	Buy	+2,816	New	+$195K	0.01%	251

Other funds holding ONEQ

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Moody Lynn & Lieberson's ONEQ Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 16% in Q2 2026, selling an estimated $39.8K and leaving 2,116 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #250.

Moody Lynn & Lieberson first reported a position in ONEQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $251K in Q3 2025. 196 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Moody Lynn & Lieberson held 2,116 shares of Fidelity Nasdaq Composite Index ETF worth $218K as of Q2 2026.
Moody Lynn & Lieberson sold 400 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $39.8K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #250 holding.
Moody Lynn & Lieberson first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2024 and has held it in 7 quarters since.
Moody Lynn & Lieberson's Fidelity Nasdaq Composite Index ETF position peaked at $251K in Q3 2025.
196 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.