Root Financial Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Root Financial Partners’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 Q1	$342K	Buy	4,028 +355	+10%	+$31.9K	0.02%	228
2025 Q4	$336K	Buy	3,673 +218	+6%	+$19.8K	0.02%	215
2025 Q3	$308K	Hold	3,455	–	–	0.02%	210
2025 Q2	$277K	Buy	+3,455	New	+$249K	0.03%	194

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Root Financial Partners's ONEQ Position: Q1 2026 in Review

Root Financial Partners increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 9.7% in Q1 2026, buying an estimated $31.9K and bringing the position to 4,028 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #228.

Root Financial Partners first reported a position in ONEQ in Q2 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Root Financial Partners held 4,028 shares of Fidelity Nasdaq Composite Index ETF worth $342K as of Q1 2026.
Root Financial Partners bought 355 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $31.9K.
Fidelity Nasdaq Composite Index ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #228 holding.
Root Financial Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 4 quarters since.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.