EWM
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Evermay Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Evermay Wealth Management’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6K Hold
442
– – ﹤0.01% 420
2026
Q1 		$24.4K Sell
442
-158
-26% -$9.09K ﹤0.01% 375
2025
Q4 		$34K Hold
600
– – ﹤0.01% 345
2025
Q3 		$33.4K Hold
600
– – ﹤0.01% 347
2025
Q2 		$31.2K Buy
+600
New +$29.5K ﹤0.01% 351

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evermay Wealth Management's FDVV Position: Q2 2026 in Review

Evermay Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 442 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Evermay Wealth Management first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $34K in Q4 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Evermay Wealth Management held 442 shares of Fidelity High Dividend ETF worth $26.6K as of Q2 2026.
  • Evermay Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
  • Fidelity High Dividend ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Evermay Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Evermay Wealth Management's Fidelity High Dividend ETF position peaked at $34K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.