Fidelity Investments
CDEI icon

Fidelity Investments’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Fidelity Investments’s Portfolio CDEI Stock Details CDEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$83 – 5445
2025
Q4 		$83 Buy
+1
New +$81 ﹤0.01% 5259
2025
Q2 		– Sell
-1
Closed -$67 – 5349
2025
Q1 		$67 Buy
+1
New +$71 ﹤0.01% 5136
2024
Q4 		– Sell
-1
Closed -$70 – 5584
2024
Q3 		$70 Buy
+1
New +$68 ﹤0.01% 5131

Other funds holding CDEI

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments's CDEI Position: Q1 2026 in Review

Fidelity Investments sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q1 2026, closing a stake of 1 share — an estimated $83 sold.

Fidelity Investments first reported a position in CDEI in Q3 2024 and held it in 3 quarters. The position peaked at $83 in Q4 2025. 8 funds tracked by Wall St. Rank hold CDEI as of Q1 2026.

  • Fidelity Investments reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 1 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF share in Q1 2026, an estimated $83.
  • Fidelity Investments first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q3 2024 and held it in 3 quarters.
  • Fidelity Investments's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $83 in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q1 2026.

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