Third View Private Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Third View Private Wealth’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	$1.03M	Buy	10,002 +2	+0%	+$199	0.13%	130
2026 Q1	$849K	Hold	10,000	–	–	0.12%	132
2025 Q4	$914K	Buy	+10,000	New	+$910K	0.12%	131

Other funds holding ONEQ

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Third View Private Wealth's ONEQ Position: Q2 2026 in Review

Third View Private Wealth increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.02% in Q2 2026, buying an estimated $199 and bringing the position to 10,002 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #130.

Third View Private Wealth first reported a position in ONEQ in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Third View Private Wealth held 10,002 shares of Fidelity Nasdaq Composite Index ETF worth $1.03M as of Q2 2026.
Third View Private Wealth bought 2 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $199.
Fidelity Nasdaq Composite Index ETF made up 0.13% of Third View Private Wealth's portfolio in Q2 2026, its #130 holding.
Third View Private Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.