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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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's FMAG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Magellan ETF (FMAG) stake by 14% in Q1 2026, buying an estimated $915K and bringing the position to 220,450 shares worth $6.97M. The position accounts for 0.11% of the portfolio, ranked #211.

Arkadios Wealth Advisors first reported a position in FMAG in Q3 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • Arkadios Wealth Advisors held 220,450 shares of Fidelity Magellan ETF worth $6.97M as of Q1 2026.
  • Arkadios Wealth Advisors bought 27,299 Fidelity Magellan ETF shares in Q1 2026, an estimated $915K.
  • Fidelity Magellan ETF made up 0.11% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity Magellan ETF in Q3 2024 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.