Shared Vision Wealth Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Shared Vision Wealth Group’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	$991K	Buy	11,666 +1,988	+21%	+$179K	0.4%	41
2025 Q4	$899K	Buy	9,678 +3,378	+54%	+$307K	0.36%	41
2025 Q3	$563K	Buy	+6,300	New	+$532K	0.24%	54

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

Shared Vision Wealth Group's ONEQ Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 21% in Q1 2026, buying an estimated $179K and bringing the position to 11,666 shares worth $991K. The position accounts for 0.4% of the portfolio, ranked #41.

Shared Vision Wealth Group first reported a position in ONEQ in Q3 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Shared Vision Wealth Group held 11,666 shares of Fidelity Nasdaq Composite Index ETF worth $991K as of Q1 2026.
Shared Vision Wealth Group bought 1,988 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $179K.
Fidelity Nasdaq Composite Index ETF made up 0.4% of Shared Vision Wealth Group's portfolio in Q1 2026, its #41 holding.
Shared Vision Wealth Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 3 quarters since.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.