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Position history for LPL Financial LLCLPL Financial LLC's holdings in FIDELITY COMWLTH TR

LPL Financial LLC holds 1.2M shares of ONEQ (FIDELITY COMWLTH TR), worth $99.7M as of 2026-Q1. The position was decreased (-2.3% shares). ONEQ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$99.7M

Current Shares

1.2M

Total Value Change

+$46.3M

Total Shares Change

+409,955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-2.3%
$99.7M0.0%$88.66
0
2025-Q4
Increased
1.2M
+7.8%
$109.8M0.0%$92.10
32
2025-Q3
Increased
1.1M
+1.3%
$99.4M0.0%$88.73
30
2025-Q2
Increased
1.1M
+1.8%
$88.2M0.0%$79.47
30
2025-Q1
Increased
1.1M
+0.2%
$73.6M0.0%$67.85
30
2024-Q4
Increased
1.1M
+40.0%
$82.1M0.0%$76.25
39
2024-Q3
Increased
771,105
+0.9%
$55.2M0.0%$70.87
30
2024-Q2
Increased
764,461
+4.0%
$53.5M0.0%$69.25
31

Other major holders of ONEQ: Cerity Partners LLC, FMR LLC, COMMONWEALTH EQUITY SERVICES, LLC

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