Envestnet Asset Management’s Fidelity Magellan ETF FMAG Stock Holding History

Envestnet Asset Management’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	$3.7M	Buy	100,620 +3,028	+3%	+$108K	﹤0.01%	2699
2026 Q1	$3.09M	Buy	97,592 +1,242	+1%	+$41.6K	﹤0.01%	2686
2025 Q4	$3.29M	Sell	96,350 -1,627	-2%	-$56.1K	﹤0.01%	2472
2025 Q3	$3.45M	Sell	97,977 -7,844	-7%	-$274K	﹤0.01%	2514
2025 Q2	$3.63M	Sell	105,821 -6,284	-6%	-$196K	﹤0.01%	2421
2025 Q1	$3.26M	Buy	112,105 +23,332	+26%	+$727K	﹤0.01%	2417
2024 Q4	$2.75M	Buy	88,773 +37,030	+72%	+$1.16M	﹤0.01%	2499
2024 Q3	$1.58M	Buy	51,743 +40,088	+344%	+$1.19M	﹤0.01%	2829
2024 Q2	$346K	Buy	+11,655	New	+$329K	﹤0.01%	3648

Other funds holding FMAG

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

BWA

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

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

KAS

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWP

Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Envestnet Asset Management's FMAG Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Magellan ETF (FMAG) stake by 3.1% in Q2 2026, buying an estimated $108K and bringing the position to 100,620 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Envestnet Asset Management first reported a position in FMAG in Q2 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Envestnet Asset Management held 100,620 shares of Fidelity Magellan ETF worth $3.7M as of Q2 2026.
Envestnet Asset Management bought 3,028 Fidelity Magellan ETF shares in Q2 2026, an estimated $108K.
Fidelity Magellan ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2699 holding.
Envestnet Asset Management first reported a position in Fidelity Magellan ETF in Q2 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.