ZF
ONEQ icon

Zhang Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Zhang Financial’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 		$748K Hold
7,249
– – 0.02% 219
2026
Q1 		$616K Buy
7,249
+8
+0.1% +$718 0.02% 226
2025
Q4 		$662K Buy
+7,241
New +$659K 0.02% 203

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

Zhang Financial's ONEQ Position: Q2 2026 in Review

Zhang Financial held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 7,249 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #219.

Zhang Financial 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.

  • Zhang Financial held 7,249 shares of Fidelity Nasdaq Composite Index ETF worth $748K as of Q2 2026.
  • Zhang Financial left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #219 holding.
  • Zhang Financial 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 Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.