Fidelity Investments
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Fidelity Investments’s Avantis US Equity ETF AVUS Stock Holding History

Fidelity Investments’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
9,210
+2,114
+30% +$242K ﹤0.01% 2872
2025
Q4 		$793K Buy
7,096
+500
+8% +$55.1K ﹤0.01% 2941
2025
Q3 		$717K Buy
6,596
+2,702
+69% +$284K ﹤0.01% 2916
2025
Q2 		$393K Buy
3,894
+3,544
+1,013% +$332K ﹤0.01% 3059
2025
Q1 		$32.3K Buy
+350
New +$34.1K ﹤0.01% 4049
2024
Q4 		– Sell
-1
Closed -$95 – 5543
2024
Q3 		$95 Sell
1
-1
-50% -$92 ﹤0.01% 5101
2024
Q2 		$180 Sell
2
-48
-96% -$4.24K ﹤0.01% 4928
2024
Q1 		$4.47K Buy
+50
New +$4.22K ﹤0.01% 4539
2023
Q4 		– Sell
-2
Closed -$147 – 5432
2023
Q3 		$147 Hold
2
– – ﹤0.01% 4816
2023
Q2 		$150 Buy
2
+1
+100% +$72 ﹤0.01% 4928
2023
Q1 		$71 Sell
1
-3
-75% -$212 ﹤0.01% 4937
2022
Q4 		$272 Buy
4
+3
+300% +$205 ﹤0.01% 4795
2022
Q3 		$0 Buy
+1
New +$69 ﹤0.01% 4833
2020
Q3 		– Sell
-1
Closed – – 3665
2020
Q2 		$0 Hold
1
– – ﹤0.01% 3572
2020
Q1 		$0 Buy
+1
New +$50 ﹤0.01% 3607

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Fidelity Investments's AVUS Position: Q1 2026 in Review

Fidelity Investments increased its Avantis US Equity ETF (AVUS) stake by 30% in Q1 2026, buying an estimated $242K and bringing the position to 9,210 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Fidelity Investments first reported a position in AVUS in Q1 2020 and has held it in 15 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Fidelity Investments held 9,210 shares of Avantis US Equity ETF worth $1.02M as of Q1 2026.
  • Fidelity Investments bought 2,114 Avantis US Equity ETF shares in Q1 2026, an estimated $242K.
  • Avantis US Equity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2872 holding.
  • Fidelity Investments first reported a position in Avantis US Equity ETF in Q1 2020 and has held it in 15 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.