Fidelity Investments’s Global X Guru Index ETF GURU Stock Holding History

Fidelity Investments’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Buy	3,458 +288	+9%	+$17.6K	﹤0.01%	3482
2025 Q4	$198K	Buy	3,170 +535	+20%	+$33K	﹤0.01%	3444
2025 Q3	$157K	Buy	+2,635	New	+$149K	﹤0.01%	3469
2024 Q2	–	Sell	-8	Closed	-$348	–	5488
2024 Q1	$348	Buy	+8	New	+$331	﹤0.01%	4878
2023 Q3	–	Sell	-1	Closed	-$37	–	5393
2023 Q2	$37	Buy	+1	New	+$35	﹤0.01%	5066
2019 Q4	–	Sell	-1	Closed	–	–	3985
2019 Q3	$0	Buy	+1	New	+$34	﹤0.01%	3964

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAR

Trask Adam Roland $106M AUM

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity Investments's GURU Position: Q1 2026 in Review

Fidelity Investments increased its Global X Guru Index ETF (GURU) stake by 9.1% in Q1 2026, buying an estimated $17.6K and bringing the position to 3,458 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Fidelity Investments first reported a position in GURU in Q3 2019 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

Fidelity Investments held 3,458 shares of Global X Guru Index ETF worth $203K as of Q1 2026.
Fidelity Investments bought 288 Global X Guru Index ETF shares in Q1 2026, an estimated $17.6K.
Global X Guru Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3482 holding.
Fidelity Investments first reported a position in Global X Guru Index ETF in Q3 2019 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

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