Arkadios Wealth Advisors’s Fidelity Magellan ETF FMAG Stock Holding History

Arkadios Wealth Advisors’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.15M	Sell	140,024 -80,426	-36%	-$2.86M	0.08%	265
2026 Q1	$6.97M	Buy	220,450 +27,299	+14%	+$915K	0.11%	211
2025 Q4	$6.59M	Buy	193,151 +31,950	+20%	+$1.1M	0.13%	176
2025 Q3	$5.68M	Buy	161,201 +18,749	+13%	+$654K	0.14%	169
2025 Q2	$4.89M	Buy	142,452 +7,120	+5%	+$222K	0.14%	164
2025 Q1	$3.94M	Buy	+135,332	New	+$4.22M	0.15%	157
2024 Q4	–	Sell	-106,155	Closed	-$3.25M	–	966
2024 Q3	$3.25M	Buy	+106,155	New	+$3.14M	0.18%	115

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arkadios Wealth Advisors's FMAG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Fidelity Magellan ETF (FMAG) stake by 36% in Q2 2026, selling an estimated $2.86M and leaving 140,024 shares worth $5.15M. The position accounts for 0.08% of the portfolio, ranked #265.

Arkadios Wealth Advisors first reported a position in FMAG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.97M in Q1 2026. 39 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Arkadios Wealth Advisors held 140,024 shares of Fidelity Magellan ETF worth $5.15M as of Q2 2026.
Arkadios Wealth Advisors sold 80,426 Fidelity Magellan ETF shares in Q2 2026, an estimated $2.86M.
Fidelity Magellan ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Magellan ETF in Q3 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Fidelity Magellan ETF position peaked at $6.97M in Q1 2026.
39 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.