Fidelity Investments’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Fidelity Investments’s Portfolio FHEQ Stock Details FHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459M	Sell	13,942,392 -2,817,615	-17%	-$91M	0.02%	590
2026 Q1	$493M	Buy	16,760,007 +289,323	+2%	+$8.86M	0.03%	515
2025 Q4	$509M	Buy	16,470,684 +3,250,544	+25%	+$100M	0.03%	502
2025 Q3	$406M	Sell	13,220,140 -37,511	-0.3%	-$1.11M	0.02%	582
2025 Q2	$382M	Buy	13,257,651 +50,773	+0.4%	+$1.38M	0.02%	587
2025 Q1	$348M	Sell	13,206,878 -3,157,540	-19%	-$86.5M	0.02%	593
2024 Q4	$449M	Sell	16,364,418 -781,016	-5%	-$21.6M	0.03%	510
2024 Q3	$464M	Sell	17,145,434 -555,457	-3%	-$14.6M	0.03%	503
2024 Q2	$458M	Buy	+17,700,891	New	+$444M	0.03%	478

Other funds holding FHEQ

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fidelity Investments's FHEQ Position: Q2 2026 in Review

Fidelity Investments reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 17% in Q2 2026, selling an estimated $91M and leaving 13,942,392 shares worth $459M. The position accounts for 0.02% of the portfolio, ranked #590.

Fidelity Investments first reported a position in FHEQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $509M in Q4 2025. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Fidelity Investments held 13,942,392 shares of Fidelity Hedged Equity ETF worth $459M as of Q2 2026.
Fidelity Investments sold 2,817,615 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $91M.
Fidelity Hedged Equity ETF made up 0.02% of Fidelity Investments's portfolio in Q2 2026, its #590 holding.
Fidelity Investments first reported a position in Fidelity Hedged Equity ETF in Q2 2024 and has held it in 9 quarters since.
Fidelity Investments's Fidelity Hedged Equity ETF position peaked at $509M in Q4 2025.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.