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ONEQ icon

Ridgewood Investments’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Ridgewood Investments’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
Q3 		$1.15M Sell
10,910
-192
-2% -$19.8K 0.43% 68
2026
Q2 		$1.15M Sell
11,102
-164
-1% -$16.3K 0.43% 75
2026
Q1 		$957K Buy
+11,266
New +$1.01M 0.39% 80
2025
Q3 		$1.09M Sell
12,208
-254
-2% -$21.4K 0.46% 71
2025
Q2 		$998K Sell
12,462
-336
-3% -$24.2K 0.43% 64
2025
Q1 		$871K Sell
12,798
-900
-7% -$67.2K 0.41% 73
2024
Q4 		$1.04M Sell
13,698
-361
-3% -$27K 0.5% 61
2024
Q3 		$1.01M Sell
14,059
-936
-6% -$65K 0.5% 62
2024
Q2 		$1.05M Buy
14,995
+53
+0.4% +$3.47K 0.52% 52
2024
Q1 		$962K Buy
14,942
+1,131
+8% +$69.9K 0.51% 60
2023
Q4 		$818K Sell
13,811
-505
-4% -$27.7K 0.48% 73
2023
Q3 		$744K Hold
14,316
– – 0.49% 67
2023
Q2 		$774K Buy
14,316
+476
+3% +$23.7K 0.44% 63
2023
Q1 		$664K Buy
13,840
+253
+2% +$11.4K 0.41% 67
2022
Q4 		$557K Sell
13,587
-268
-2% -$11.4K 0.4% 88
2022
Q3 		$574K Buy
13,855
+691
+5% +$32.2K 0.48% 67
2022
Q2 		$568K Sell
13,164
-1,631
-11% -$77.8K 0.45% 74
2022
Q1 		$822K Buy
14,795
+998
+7% +$54.5K 0.54% 58
2021
Q4 		$840K Buy
13,797
+385
+3% +$23.1K 0.53% 61
2021
Q3 		$753K Buy
13,412
+374
+3% +$21.6K 0.51% 65
2021
Q2 		$735K Sell
13,038
-62
-0.5% -$3.34K 0.47% 74
2021
Q1 		$673K Buy
13,100
+5,230
+66% +$271K 0.41% 86
2020
Q4 		$342K Hold
7,870
– – 0.27% 115
2020
Q3 		$342K Buy
+7,870
New +$335K 0.27% 116

Other funds holding ONEQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Ridgewood Investments's ONEQ Position: Q3 2026 in Review

Ridgewood Investments reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.7% in Q3 2026, selling an estimated $19.8K and leaving 10,910 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #68.

Ridgewood Investments first reported a position in ONEQ in Q3 2020 and has held it in 24 quarters since. 20 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Ridgewood Investments held 10,910 shares of Fidelity Nasdaq Composite Index ETF worth $1.15M as of Q3 2026.
  • Ridgewood Investments sold 192 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $19.8K.
  • Fidelity Nasdaq Composite Index ETF made up 0.43% of Ridgewood Investments's portfolio in Q3 2026, its #68 holding.
  • Ridgewood Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and has held it in 24 quarters since.
  • 20 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.