River Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

River Wealth 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 Q3	$293K	Sell	2,770 -250	-8%	-$25.8K	0.03%	175
2026 Q2	$312K	Hold	3,020	–	–	0.03%	187
2026 Q1	$256K	Hold	3,020	–	–	0.03%	186
2025 Q4	$276K	Hold	3,020	–	–	0.03%	185
2025 Q3	$269K	Buy	3,020 +20	+0.7%	+$1.69K	0.03%	186
2025 Q2	$240K	Hold	3,000	–	–	0.03%	191
2025 Q1	$204K	Hold	3,000	–	–	0.03%	196
2024 Q4	$228K	Buy	+3,000	New	+$225K	0.03%	199

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

River Wealth Advisors's ONEQ Position: Q3 2026 in Review

River Wealth Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 8.3% in Q3 2026, selling an estimated $25.8K and leaving 2,770 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #175.

River Wealth Advisors first reported a position in ONEQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $312K in Q2 2026. 308 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

River Wealth Advisors held 2,770 shares of Fidelity Nasdaq Composite Index ETF worth $293K as of Q3 2026.
River Wealth Advisors sold 250 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $25.8K.
Fidelity Nasdaq Composite Index ETF made up 0.03% of River Wealth Advisors's portfolio in Q3 2026, its #175 holding.
River Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 8 quarters since.
River Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $312K in Q2 2026.
308 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.