Sentinel Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Sentinel Wealth Management’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	$1.38M	Hold	16,240	–	–	1.1%	19
2025 Q4	$1.48M	Hold	16,240	–	–	1.23%	19
2025 Q3	$1.45M	Hold	16,240	–	–	1.26%	19
2025 Q2	$1.3M	Buy	+16,240	New	+$1.17M	1.22%	19

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 $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

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

Sentinel Wealth Management's ONEQ Position: Q1 2026 in Review

Sentinel Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 16,240 shares worth $1.38M. The position accounts for 1.1% of the portfolio, ranked #19.

Sentinel Wealth Management first reported a position in ONEQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Sentinel Wealth Management held 16,240 shares of Fidelity Nasdaq Composite Index ETF worth $1.38M as of Q1 2026.
Sentinel Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 1.1% of Sentinel Wealth Management's portfolio in Q1 2026, its #19 holding.
Sentinel Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 4 quarters since.
Sentinel Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $1.48M in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Sentinel Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.