Principia Wealth Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Principia Wealth Advisory’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	$14.8K	Sell	143 -2,773	-95%	-$276K	0.01%	203
2026 Q1	$248K	Sell	2,916 -5	-0.2%	-$449	0.14%	65
2025 Q4	$267K	Sell	2,921 -972	-25%	-$88.5K	0.17%	65
2025 Q3	$347K	Sell	3,893 -16,473	-81%	-$1.39M	0.24%	55
2025 Q2	$1.63M	Buy	+20,366	New	+$1.47M	1.38%	18

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

Principia Wealth Advisory's ONEQ Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 95% in Q2 2026, selling an estimated $276K and leaving 143 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #203.

Principia Wealth Advisory first reported a position in ONEQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2025. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Principia Wealth Advisory held 143 shares of Fidelity Nasdaq Composite Index ETF worth $14.8K as of Q2 2026.
Principia Wealth Advisory sold 2,773 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $276K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #203 holding.
Principia Wealth Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $1.63M in Q2 2025.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.