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Fidelity Comwlth Tr ndq cp idx trk shares owned by Roxbury Financial

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Fidelity Comwlth Tr ndq cp idx trk

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Comwlth Tr ndq cp idx trk held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 40k 89.13
2025-06-30 $3.2M 40k 80.10
2025-03-31 $2.9M 39k 74.26
2024-12-31 $2.9M 38k 75.82

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Commonwealth Equity Services
FMR
LPL Financial
NFP Retirement
Wealthfront Advisers
Fisher Investments
Heck Capital Advisors
Analyst IMS Investment Management Services
Kestra Advisory Services
Lebenthal Global Advisors
LJI Wealth Management
Morgan Stanley
Advisor Group Holdings
TCP Asset Management
Prasad Wealth Partners

View all funds holding Fidelity Comwlth Tr ndq cp idx trk