Tradition Wealth Management
ONEQ icon

Tradition Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Tradition Wealth Management’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
Q3 		$1.41M Buy
13,307
+497
+4% +$51.3K 0.08% 175
2026
Q2 		$1.32M Buy
12,810
+1,451
+13% +$144K 0.08% 186
2026
Q1 		$965K Hold
11,359
– – 0.07% 200
2025
Q4 		$1.04M Hold
11,359
– – 0.07% 189
2025
Q3 		$1.01M Buy
11,359
+14
+0.1% +$1.18K 0.07% 186
2025
Q2 		$909K Buy
11,345
+7,786
+219% +$561K 0.07% 189
2025
Q1 		$242K Buy
+3,559
New +$266K 0.02% 378
2024
Q1 		– Sell
-109
Closed -$6K – 930
2023
Q4 		$6K Hold
109
– – ﹤0.01% 1116
2023
Q3 		$6K Sell
109
-263
-71% -$14.2K ﹤0.01% 1134
2023
Q2 		$20K Hold
372
– – ﹤0.01% 882
2023
Q1 		$18K Buy
372
+1
+0.3% +$45 ﹤0.01% 857
2022
Q4 		$15K Buy
371
+1
+0.3% +$43 ﹤0.01% 810
2022
Q3 		$15K Buy
370
+42
+13% +$1.96K ﹤0.01% 827
2022
Q2 		$14K Buy
328
+68
+26% +$3.24K ﹤0.01% 736
2022
Q1 		$14K Sell
260
-1,451
-85% -$79.2K ﹤0.01% 812
2021
Q4 		$104K Sell
1,711
-18
-1% -$1.08K 0.01% 396
2021
Q3 		$97K Sell
1,729
-41
-2% -$2.36K 0.01% 378
2021
Q2 		$100K Hold
1,770
– – 0.02% 390
2021
Q1 		$91K Buy
1,770
+180
+11% +$9.32K 0.02% 336
2020
Q4 		$80K Buy
+1,590
New +$73.9K 0.02% 327

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Tradition Wealth Management's ONEQ Position: Q3 2026 in Review

Tradition Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3.9% in Q3 2026, buying an estimated $51.3K and bringing the position to 13,307 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #175.

Tradition Wealth Management first reported a position in ONEQ in Q4 2020 and has held it in 20 quarters since. 416 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Tradition Wealth Management held 13,307 shares of Fidelity Nasdaq Composite Index ETF worth $1.41M as of Q3 2026.
  • Tradition Wealth Management bought 497 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $51.3K.
  • Fidelity Nasdaq Composite Index ETF made up 0.08% of Tradition Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Tradition Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 20 quarters since.
  • 416 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.