Fidelity Investments
KAT

Fidelity Investments’s Scharf ETF KAT Stock Holding History

Fidelity Investments’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$161 – 5766
2026
Q1 		$161 Sell
3
-231
-99% -$12.9K ﹤0.01% 5240
2025
Q4 		$12.9K Hold
234
– – ﹤0.01% 4644
2025
Q3 		$13.2K Buy
+234
New +$12.9K ﹤0.01% 4522

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Fidelity Investments's KAT Position: Q2 2026 in Review

Fidelity Investments sold out of Scharf ETF (KAT) in Q2 2026, closing a stake of 3 shares — an estimated $161 sold.

Fidelity Investments first reported a position in KAT in Q3 2025 and held it in 3 quarters. The position peaked at $13.2K in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Fidelity Investments reported no remaining Scharf ETF position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 3 Scharf ETF shares in Q2 2026, an estimated $161.
  • Fidelity Investments first reported a position in Scharf ETF in Q3 2025 and held it in 3 quarters.
  • Fidelity Investments's Scharf ETF position peaked at $13.2K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

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