Sequoia Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Sequoia Financial 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 Q2	$221K	Sell	2,143 -433	-17%	-$43.1K	﹤0.01%	1904
2026 Q1	$219K	Sell	2,576 -146	-5%	-$13.1K	﹤0.01%	1742
2025 Q4	$249K	Buy	2,722 +42	+2%	+$3.82K	﹤0.01%	1675
2025 Q3	$239K	Sell	2,680 -646	-19%	-$54.5K	﹤0.01%	1521
2025 Q2	$266K	Sell	3,326 -429	-11%	-$30.9K	﹤0.01%	1324
2025 Q1	$256K	Hold	3,755	–	–	﹤0.01%	1137
2024 Q4	$286K	Buy	+3,755	New	+$281K	﹤0.01%	1042
2024 Q1	–	Sell	-4,095	Closed	-$243K	–	1255
2023 Q4	$243K	Buy	+4,095	New	+$225K	﹤0.01%	1020

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

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 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

Sequoia Financial Advisors's ONEQ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 17% in Q2 2026, selling an estimated $43.1K and leaving 2,143 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Sequoia Financial Advisors first reported a position in ONEQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $286K in Q4 2024. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Sequoia Financial Advisors held 2,143 shares of Fidelity Nasdaq Composite Index ETF worth $221K as of Q2 2026.
Sequoia Financial Advisors sold 433 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $43.1K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1904 holding.
Sequoia Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 8 quarters since.
Sequoia Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $286K in Q4 2024.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.