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Yanni & Associates Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Yanni & Associates Investment 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 		$602K Sell
5,833
-300
-5% -$29.9K 0.56% 21
2026
Q1 		$521K Sell
6,133
-57
-0.9% -$5.12K 0.54% 24
2025
Q4 		$566K Buy
+6,190
New +$563K 0.57% 26

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
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
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

Yanni & Associates Investment Advisors's ONEQ Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 4.9% in Q2 2026, selling an estimated $29.9K and leaving 5,833 shares worth $602K. The position accounts for 0.56% of the portfolio, ranked #21.

Yanni & Associates Investment Advisors first reported a position in ONEQ in Q4 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Yanni & Associates Investment Advisors held 5,833 shares of Fidelity Nasdaq Composite Index ETF worth $602K as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 300 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $29.9K.
  • Fidelity Nasdaq Composite Index ETF made up 0.56% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Yanni & Associates Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.