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 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%	-$2.37K	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 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

Tradition Wealth Management's ONEQ Position: Q2 2026 in Review

Tradition Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 13% in Q2 2026, buying an estimated $144K and bringing the position to 12,810 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #186.

Tradition Wealth Management first reported a position in ONEQ in Q4 2020 and has held it in 19 quarters since. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Tradition Wealth Management held 12,810 shares of Fidelity Nasdaq Composite Index ETF worth $1.32M as of Q2 2026.
Tradition Wealth Management bought 1,451 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $144K.
Fidelity Nasdaq Composite Index ETF made up 0.08% of Tradition Wealth Management's portfolio in Q2 2026, its #186 holding.
Tradition Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 19 quarters since.
442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.