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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
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
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

Ridgewood Investments's ONEQ Position: Q2 2026 in Review

Ridgewood Investments reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.5% in Q2 2026, selling an estimated $16.3K and leaving 11,102 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #75.

Ridgewood Investments first reported a position in ONEQ in Q3 2020 and has held it in 23 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Ridgewood Investments held 11,102 shares of Fidelity Nasdaq Composite Index ETF worth $1.15M as of Q2 2026.
  • Ridgewood Investments sold 164 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $16.3K.
  • Fidelity Nasdaq Composite Index ETF made up 0.43% of Ridgewood Investments's portfolio in Q2 2026, its #75 holding.
  • Ridgewood Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and has held it in 23 quarters since.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.