Stuart Chaussee & Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-488	Closed	-$43.5K	–	104
2025 Q3	$43.5K	Hold	488	–	–	0.01%	97
2025 Q2	$39.1K	Hold	488	–	–	0.01%	99
2025 Q1	$33.2K	Hold	488	–	–	0.01%	99
2024 Q4	$37.1K	Hold	488	–	–	0.01%	93
2024 Q3	$34.9K	Hold	488	–	–	0.01%	87
2024 Q2	$34.1K	Hold	488	–	–	0.01%	81
2024 Q1	$31.4K	Hold	488	–	–	0.01%	80
2023 Q4	$28.9K	Hold	488	–	–	0.01%	77
2023 Q3	$25.4K	Buy	+488	New	+$26.4K	0.01%	64
2021 Q2	–	Sell	-14,050	Closed	-$722K	–	214
2021 Q1	$722K	Hold	14,050	–	–	0.28%	14
2020 Q4	$705K	Buy	14,050 +2,000	+17%	+$93K	0.28%	10
2020 Q3	$523K	Buy	+12,050	New	+$513K	0.24%	13

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Stuart Chaussee & Associates's ONEQ Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 488 shares — an estimated $43.5K sold.

Stuart Chaussee & Associates first reported a position in ONEQ in Q3 2020 and held it in 12 quarters. The position peaked at $722K in Q1 2021. 405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 488 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $43.5K.
Stuart Chaussee & Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and held it in 12 quarters.
Stuart Chaussee & Associates's Fidelity Nasdaq Composite Index ETF position peaked at $722K in Q1 2021.
405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.