Aufman Associates
FELV icon

Aufman Associates’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Aufman Associates’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Hold
6,133
– – 0.1% 53
2026
Q2 		$246K Hold
6,133
– – 0.1% 57
2026
Q1 		$214K Hold
6,133
– – 0.11% 61
2025
Q4 		$213K Hold
6,133
– – 0.11% 63
2025
Q3 		$206K Buy
+6,133
New +$200K 0.12% 64

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Aufman Associates's FELV Position: Q3 2026 in Review

Aufman Associates held its Fidelity Enhanced Large Cap Value ETF (FELV) position steady in Q3 2026 at 6,133 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #53.

Aufman Associates first reported a position in FELV in Q3 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold FELV as of Q3 2026.

  • Aufman Associates held 6,133 shares of Fidelity Enhanced Large Cap Value ETF worth $254K as of Q3 2026.
  • Aufman Associates left its Fidelity Enhanced Large Cap Value ETF share count unchanged in Q3 2026.
  • Fidelity Enhanced Large Cap Value ETF made up 0.1% of Aufman Associates's portfolio in Q3 2026, its #53 holding.
  • Aufman Associates first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.