Aufman Associates Inc ONEQ — Fidelity NASDAQ Composite Index Tracking ETF

Ownership history in Aufman Associates Inc  ·  25 quarters on record

AI Ownership Summary

Aufman Associates Inc reported Fidelity NASDAQ Composite Index Tracking ETF (ONEQ) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2024 Q2. The latest visible filing shows ONEQ at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ONEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aufman Associates Inc's position in Fidelity NASDAQ Composite Index Tracking ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ONEQ was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONEQ stock page Aufman Associates Inc fund profile Aufman Associates Inc full holdings
How Aufman Associates Inc held ONEQ — position size vs. price
% of Fund (quarterly)    ONEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.2% -7.0% ✅ 4,969 -1,108 -18.2% 0.23% $454K 2026-02-14 (Est.) $88.64
2025 Q3 UNCHANGED — — — 6,077 — 0% 0.30% $542K 2025-11-12 $91.82
2025 Q2 UNCHANGED — — — 6,077 — 0% 0.30% $487K 2025-08-13 $85.05
2025 Q1 UNCHANGED — — — 6,077 — 0% 0.28% $414K 2025-05-14 $74.96
2024 Q4 UNCHANGED — — — 6,077 — 0% 0.31% $462K 2025-02-12 $76.82
2024 Q3 REDUCED 19.4% +7.4% ❌ 6,077 -1,463 -19.4% 0.28% $435K 2024-11-13 $75.15
2024 Q2 UNCHANGED — — — 7,540 — 0% 0.38% $527K 2024-08-09 $65.30
2024 Q1 UNCHANGED — — — 7,540 — 0% 0.34% $486K 2024-05-10 $63.54
2023 Q4 UNCHANGED — — — 7,540 — 0% 0.34% $447K 2024-02-14 $61.65
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ONEQ

As of 2026 Q1 — sorted by position size

David Kennon Inc 3Y 7.15% Prasad Wealth Partners, LLC 5.87% LJI Wealth Management, LLC 5.2% Keenan, LLC 3.83% Heck Capital Advisors, LLC 3.69% TCP Asset Management, LLC 3Y 3.3% jvl associates llc 3Y 3.16% Roxbury Financial LLC 3.07% Cedar Point Capital Partners, LLC 2.85% Hubbell Strickland Wealth Management, LLC 3Y 2.08%

FAQ About Aufman Associates Inc and ONEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aufman Associates Inc reported owning ONEQ?

Aufman Associates Inc reported ONEQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ONEQ position in Aufman Associates Inc's portfolio?

The largest reported portfolio weight for ONEQ was 0.38% in 2024 Q2.

What is the latest reported ONEQ position on this page?

The most recent filing on this page is 2025 Q4, when Aufman Associates Inc reported 4,969 shares, equal to 0.23% of portfolio, with an estimated market value of $454K.

What does the chart on this ONEQ ownership page compare?

The chart compares Aufman Associates Inc's quarterly ONEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aufman Associates Inc time their ONEQ position?

Based on 13F filing dates vs. subsequent ONEQ price moves, Aufman Associates Inc correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ONEQ relative to SPY over the holding period was +1.9%.

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