Steward Partners Investment Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Steward Partners Investment Advisory’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	$12M	Buy	116,093 +76,515	+193%	+$7.62M	0.06%	302
2026 Q1	$3.36M	Sell	39,578 -155,751	-80%	-$14M	0.02%	660
2025 Q4	$17.9M	Buy	195,329 +4,079	+2%	+$371K	0.1%	183
2025 Q3	$17M	Buy	191,250 +2,408	+1%	+$203K	0.1%	187
2025 Q2	$15.1M	Buy	188,842 +176,075	+1,379%	+$12.7M	0.12%	175
2025 Q1	$869K	Sell	12,767 -225,991	-95%	-$16.9M	0.01%	976
2024 Q4	$18.2M	Buy	238,758 +74,093	+45%	+$5.55M	0.16%	127
2024 Q3	$11.8M	Buy	164,665 +155,783	+1,754%	+$10.8M	0.11%	186
2024 Q2	$621K	Buy	8,882 +7,722	+666%	+$506K	0.01%	967
2024 Q1	$74.7K	Hold	1,160	–	–	﹤0.01%	1900
2023 Q4	$68.7K	Hold	1,160	–	–	﹤0.01%	1839
2023 Q3	$60.3K	Buy	1,160 +500	+76%	+$27.1K	﹤0.01%	1819
2023 Q2	$35.7K	Hold	660	–	–	﹤0.01%	2026
2023 Q1	$31.6K	Hold	660	–	–	﹤0.01%	2055
2022 Q4	$27K	Hold	660	–	–	﹤0.01%	2099
2022 Q3	$27K	Hold	660	–	–	﹤0.01%	2076
2022 Q2	$28K	Hold	660	–	–	﹤0.01%	2083
2022 Q1	$37K	Buy	660 +50	+8%	+$2.73K	﹤0.01%	2075
2021 Q4	$37K	Hold	610	–	–	﹤0.01%	2046
2021 Q3	$34K	Hold	610	–	–	﹤0.01%	2069
2021 Q2	$34K	Sell	610 -1,810	-75%	-$97.4K	﹤0.01%	4002
2021 Q1	$124K	Buy	2,420 +1,810	+297%	+$93.8K	﹤0.01%	1514
2020 Q4	$31K	Hold	610	–	–	﹤0.01%	1893
2020 Q3	$26K	Buy	610 +150	+33%	+$6.38K	﹤0.01%	1786
2020 Q2	$18K	Hold	460	–	–	﹤0.01%	1814
2020 Q1	$13K	Hold	460	–	–	﹤0.01%	1762
2019 Q4	$16K	Hold	460	–	–	﹤0.01%	1839
2019 Q3	$14K	Hold	460	–	–	﹤0.01%	1853
2019 Q2	$14K	Buy	+460	New	+$14.2K	﹤0.01%	1844

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

Steward Partners Investment Advisory's ONEQ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 193% in Q2 2026, buying an estimated $7.62M and bringing the position to 116,093 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #302.

Steward Partners Investment Advisory first reported a position in ONEQ in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.2M in Q4 2024. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Steward Partners Investment Advisory held 116,093 shares of Fidelity Nasdaq Composite Index ETF worth $12M as of Q2 2026.
Steward Partners Investment Advisory bought 76,515 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $7.62M.
Fidelity Nasdaq Composite Index ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #302 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $18.2M in Q4 2024.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.