United Capital Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

United Capital Financial Advisors’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	$1.95M	Sell	18,908 -4,494	-19%	-$447K	0.01%	589
2026 Q1	$1.99M	Buy	23,402 +462	+2%	+$41.5K	0.01%	551
2025 Q4	$2.1M	Buy	+22,940	New	+$2.09M	0.01%	527
2019 Q4	–	Sell	-400	Closed	-$13K	–	1412
2019 Q3	$13K	Buy	+400	New	+$12.7K	﹤0.01%	1294
2018 Q4	–	Sell	-7,950	Closed	-$251K	–	1350
2018 Q3	$251K	Buy	+7,950	New	+$246K	﹤0.01%	1177

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 $1.82B AUM 17.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

United Capital Financial Advisors's ONEQ Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 19% in Q2 2026, selling an estimated $447K and leaving 18,908 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #589.

United Capital Financial Advisors first reported a position in ONEQ in Q3 2018 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 444 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

United Capital Financial Advisors held 18,908 shares of Fidelity Nasdaq Composite Index ETF worth $1.95M as of Q2 2026.
United Capital Financial Advisors sold 4,494 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $447K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #589 holding.
United Capital Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and has held it in 5 quarters since.
United Capital Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $2.1M in Q4 2025.
444 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.