Question 1

How many shares of ONEQ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 116,093 shares of ONEQ (FIDELITY COMWLTH TR).

Question 2

What is Steward Partners Investment Advisory, LLC's ONEQ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ONEQ position is worth $12M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ONEQ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ONEQ position (+193.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ONEQ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ONEQ in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	116,093	+193.3%	$12M	0.1%	$103.11	45
2026-Q1	Decreased	39,578	-79.7%	$3.4M	0.0%	$84.70	0
2025-Q4	Increased	195,329	+2.1%	$17.9M	0.1%	$91.06	29
2025-Q3	Increased	191,250	+1.3%	$17M	0.1%	$88.65	29
2025-Q2	Increased	188,842	+1379.1%	$15.1M	0.1%	$79.55	54
2025-Q1	Decreased	12,767	-94.7%	$868,986	0.0%	$67.50	0
2024-Q4	Increased	238,758	+45.0%	$18.2M	0.2%	$75.32	46
2024-Q3	Increased	164,665	+1753.9%	$11.8M	0.1%	$70.75	54
2024-Q2	Increased	8,882	+665.7%	$621,118	0.0%	$68.99	39
2024-Q1	Unchanged	1,160	0.0%	$74,704	0.0%	$63.44	0
2023-Q4	Unchanged	1,160	0.0%	$68,718	0.0%	$58.25	0
2023-Q3	Increased	1,160	+75.8%	$60,308	0.0%	$51.01	32
2023-Q2	Unchanged	660	0.0%	$35,693	0.0%	$52.97	0
2023-Q1	Unchanged	660	0.0%	$31,647	0.0%	$46.88	0
2022-Q4	Unchanged	660	0.0%	$27,040	0.0%	$39.97	0
2022-Q3	Unchanged	660	0.0%	$27,000	0.0%	$40.30	0
2022-Q2	Unchanged	660	0.0%	$28,000	0.0%	$41.87	0
2022-Q1	Increased	660	+8.2%	$37,000	0.0%	$53.79	22
2021-Q4	Unchanged	610	0.0%	$37,000	0.0%	$58.89	0
2021-Q3	Unchanged	610	0.0%	$34,000	0.0%	$54.22	0
2021-Q2	Increased	610	+26.0%	$34,000	0.0%	$54.31	24
2021-Q1	Increased	484	+693.4%	$124.4M	0.0%	$49.43	49
2020-Q4	Unchanged	61	0.0%	$31,000	0.0%	$48.22	0
2020-Q3	Increased	61	+32.6%	$26,000	0.0%	$41.63	25
2020-Q2	Unchanged	46	0.0%	$18,000	0.0%	$37.44	0
2020-Q1	Unchanged	46	0.0%	$13,000	0.0%	$28.53	0
2019-Q4	Unchanged	46	0.0%	$16,000	0.0%	$33.29	0
2019-Q3	Unchanged	46	0.0%	$14,000	0.0%	$29.56	0
2019-Q2	New	46	-	$14,000	0.0%	$29.54	25

ONEQ29 quarters

ONEQ
29 quarters