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

Western 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	$310K	Sell	3,001 -39	-1%	-$3.88K	0.01%	824
2026 Q1	$258K	Buy	3,040 +240	+9%	+$21.6K	0.01%	845
2025 Q4	$256K	Buy	2,800 +50	+2%	+$4.55K	0.01%	711
2025 Q3	$245K	Hold	2,750	–	–	0.01%	672
2025 Q2	$220K	Buy	+2,750	New	+$198K	0.01%	660
2025 Q1	–	Sell	-2,650	Closed	-$202K	–	746
2024 Q4	$202K	Buy	+2,650	New	+$198K	0.01%	731

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

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

Western Wealth Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.3% in Q2 2026, selling an estimated $3.88K and leaving 3,001 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #824.

Western Wealth Management first reported a position in ONEQ in Q4 2024 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Western Wealth Management held 3,001 shares of Fidelity Nasdaq Composite Index ETF worth $310K as of Q2 2026.
Western Wealth Management sold 39 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $3.88K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #824 holding.
Western Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 6 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.