AssetMark Inc’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

AssetMark Inc’s Portfolio FMDE Stock Details FMDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.64K	Buy	213 +72	+51%	+$2.8K	﹤0.01%	2507
2026 Q1	$5.07K	Sell	141 -194	-58%	-$7.18K	﹤0.01%	2562
2025 Q4	$12.2K	Sell	335 -265	-44%	-$9.54K	﹤0.01%	2162
2025 Q3	$21.7K	Buy	+600	New	+$21.2K	﹤0.01%	1890

Other funds holding FMDE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

AssetMark Inc's FMDE Position: Q2 2026 in Review

AssetMark Inc increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 51% in Q2 2026, buying an estimated $2.8K and bringing the position to 213 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

AssetMark Inc first reported a position in FMDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.7K in Q3 2025. 157 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

AssetMark Inc held 213 shares of Fidelity Enhanced Mid Cap Core ETF worth $8.64K as of Q2 2026.
AssetMark Inc bought 72 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $2.8K.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2507 holding.
AssetMark Inc first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
AssetMark Inc's Fidelity Enhanced Mid Cap Core ETF position peaked at $21.7K in Q3 2025.
157 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.