Trevian Wealth Management Buys $2.7 Million of Fidelity Nasdaq Composite Index ETF

2026-02-19 15:11:59 ET

On Feb. 4, 2026, Trevian Wealth Management LLC disclosed a new position in the Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ) .

According to a filing with the Securities and Exchange Commission dated Feb. 4, 2026, Trevian Wealth Management LLC acquired 29,976 shares of Fidelity Nasdaq Composite Index ETF (ONEQ) in the fourth quarter. The estimated transaction value was $2.7 million, based on the average trading price during the quarter. However, the position is not one of the firm’s larger holdings, where it has shown a preference for investing in index ETFs.

The Fidelity Nasdaq Composite Index ETF is a passively managed fund that closely tracks the Nasdaq Composite Index. With a market capitalization of $9.2 billion, the ETF provides investors with cost-efficient access to a diverse array of U.S. equities, particularly in technology and growth sectors.

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