Rothschild Investment LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Rothschild Investment LLC’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	$2.99K	Hold	29	–	–	﹤0.01%	2574
2026 Q1	$2.46K	Hold	29	–	–	﹤0.01%	2452
2025 Q4	$2.65K	Hold	29	–	–	﹤0.01%	2219
2025 Q3	$2.58K	Hold	29	–	–	﹤0.01%	2071
2025 Q2	$2.32K	Hold	29	–	–	﹤0.01%	1973
2025 Q1	$1.97K	Hold	29	–	–	﹤0.01%	1907
2024 Q4	$2.21K	Buy	+29	New	+$2.17K	﹤0.01%	1743

Other funds holding ONEQ

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Rothschild Investment LLC's ONEQ Position: Q2 2026 in Review

Rothschild Investment LLC held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 29 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Rothschild Investment LLC first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Rothschild Investment LLC held 29 shares of Fidelity Nasdaq Composite Index ETF worth $2.99K as of Q2 2026.
Rothschild Investment LLC left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2574 holding.
Rothschild Investment LLC first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.