Madison Wealth Partners, Inc ONEQ — FIDELITY COMWLTH TR

Ownership history in Madison Wealth Partners, Inc  ·  20 quarters on record

AI Ownership Summary

Madison Wealth Partners, Inc reported FIDELITY COMWLTH TR (ONEQ) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.79% in 2024 Q2. The latest visible filing shows ONEQ at 3.91% 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 Madison Wealth Partners, Inc's position in FIDELITY COMWLTH TR, 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 3.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.79% 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 Madison Wealth Partners, Inc fund profile Madison Wealth Partners, Inc full holdings
How Madison Wealth Partners, 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 — — — 234,437 -1,659 -0.7% 3.91% $21.4M 2026-02-14 (Est.) $88.64
2025 Q3 REDUCED 5.5% +3.7% ❌ 236,096 -13,812 -5.5% 4.16% $21.0M 2025-11-12 $91.82
2025 Q2 ADDED — — — 249,908 +18,876 +8.2% 4.37% $20.0M 2025-07-29 $82.64
2025 Q1 REDUCED — — — 231,032 -11,105 -4.6% 3.88% $15.7M 2025-04-22 $63.75
2024 Q4 ADDED — — — 242,137 +6,423 +2.7% 5.15% $18.4M 2025-02-10 $77.05
2024 Q3 REDUCED — — — 235,714 -5,814 -2.4% 5.00% $16.9M 2024-10-24 $71.82
2024 Q2 ADDED — — — 241,528 +5,561 +2.4% 5.79% $16.9M 2024-08-09 $65.30
2024 Q1 REDUCED — — — 235,967 -1,112 -0.5% 5.50% $15.2M 2024-04-29 $62.10
2023 Q4 ADDED — — — 237,079 +8,318 +3.6% 5.57% $14.0M 2024-02-12 $61.98
11 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

Prasad Wealth Partners, LLC 5.87% 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% Analyst IMS Investment Management Services Ltd. 3Y 7Y 1.28% Trevian Wealth Management LLC 3Y 1.26% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 1.19% DEFINED WEALTH MANAGEMENT, LLC 3Y 1.06%

FAQ About Madison Wealth Partners, 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 Madison Wealth Partners, Inc reported owning ONEQ?

Madison Wealth Partners, Inc reported ONEQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ONEQ position in Madison Wealth Partners, Inc's portfolio?

The largest reported portfolio weight for ONEQ was 5.79% in 2024 Q2.

What is the latest reported ONEQ position on this page?

The most recent filing on this page is 2025 Q4, when Madison Wealth Partners, Inc reported 234,437 shares, equal to 3.91% of portfolio, with an estimated market value of $21.4M.

What does the chart on this ONEQ ownership page compare?

The chart compares Madison Wealth Partners, 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 Madison Wealth Partners, Inc time their ONEQ position?

Based on 13F filing dates vs. subsequent ONEQ price moves, Madison Wealth Partners, Inc correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on ONEQ relative to SPY over the holding period was -1.9%.

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