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Axis Wealth Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Axis Wealth Partners’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Buy
8,430
+1,425
+20% +$62.6K 0.2% 120
2026
Q1 		$266K Buy
+7,005
New +$276K 0.14% 148

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axis Wealth Partners's FESM Position: Q2 2026 in Review

Axis Wealth Partners increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 20% in Q2 2026, buying an estimated $62.6K and bringing the position to 8,430 shares worth $407K. The position accounts for 0.2% of the portfolio, ranked #120.

Axis Wealth Partners first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Axis Wealth Partners held 8,430 shares of Fidelity Enhanced Small Cap Core ETF worth $407K as of Q2 2026.
  • Axis Wealth Partners bought 1,425 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $62.6K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.2% of Axis Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Axis Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.