Plante Moran Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Plante Moran Financial 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	$264K	Sell	2,554 -146	-5%	-$14.5K	0.01%	142
2026 Q1	$229K	Sell	2,700 -126	-4%	-$11.3K	0.01%	150
2025 Q4	$258K	Hold	2,826	–	–	0.02%	149
2025 Q3	$252K	Hold	2,826	–	–	0.02%	150
2025 Q2	$226K	Sell	2,826 -1,215	-30%	-$87.6K	0.02%	150
2025 Q1	$275K	Hold	4,041	–	–	0.02%	134
2024 Q4	$307K	Buy	4,041 +1,341	+50%	+$100K	0.03%	126
2024 Q3	$193K	Hold	2,700	–	–	0.02%	184
2024 Q2	$189K	Hold	2,700	–	–	0.02%	180
2024 Q1	$174K	Hold	2,700	–	–	0.02%	182
2023 Q4	$160K	Hold	2,700	–	–	0.02%	196
2023 Q3	$140K	Buy	+2,700	New	+$146K	0.02%	194
2021 Q1	–	Sell	-1,270	Closed	-$64K	–	1086
2020 Q4	$64K	Buy	+1,270	New	+$59.1K	0.02%	311
2019 Q4	–	Sell	-100	Closed	-$3K	–	857
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	745
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	700
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	690
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	668
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	654
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	686
2018 Q1	$3K	Buy	+100	New	+$2.85K	﹤0.01%	793

Other funds holding ONEQ

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

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

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

Plante Moran Financial Advisors's ONEQ Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 5.4% in Q2 2026, selling an estimated $14.5K and leaving 2,554 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #142.

Plante Moran Financial Advisors first reported a position in ONEQ in Q1 2018 and has held it in 20 quarters since. The position peaked at $307K in Q4 2024. 274 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Plante Moran Financial Advisors held 2,554 shares of Fidelity Nasdaq Composite Index ETF worth $264K as of Q2 2026.
Plante Moran Financial Advisors sold 146 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $14.5K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #142 holding.
Plante Moran Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2018 and has held it in 20 quarters since.
Plante Moran Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $307K in Q4 2024.
274 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.