Fidelity Investments’s Kestrel Group KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2K | Sell |
1,134
-1,389
| -55% | -$15.4K | ﹤0.01% | 4874 |
|
|
2026
Q1 | $27.2K | Buy |
2,523
+1,609
| +176% | +$18.4K | ﹤0.01% | 4387 |
|
|
2025
Q4 | $9.36K | Buy |
914
+501
| +121% | +$9.03K | ﹤0.01% | 4754 |
|
|
2025
Q3 | $11.3K | Sell |
413
-55
| -12% | -$1.46K | ﹤0.01% | 4570 |
|
|
2025
Q2 | $12.4K | Buy |
468
+205
| +78% | +$4.74K | ﹤0.01% | 4459 |
|
|
2025
Q1 | $3K | Buy |
263
+73
| +38% | +$1.38K | ﹤0.01% | 4821 |
|
|
2024
Q4 | $6.42K | Buy |
190
+84
| +79% | +$2.69K | ﹤0.01% | 4599 |
|
|
2024
Q3 | $3.77K | Sell |
106
-62
| -37% | -$2.25K | ﹤0.01% | 4680 |
|
|
2024
Q2 | $6.93K | Buy |
168
+56
| +50% | +$2.36K | ﹤0.01% | 4450 |
|
|
2024
Q1 | $5.02K | Sell |
112
-47
| -30% | -$1.61K | ﹤0.01% | 4504 |
|
|
2023
Q4 | $7.28K | Buy |
159
+86
| +118% | +$3.19K | ﹤0.01% | 4338 |
|
|
2023
Q3 | $2.56K | Sell |
73
-2
| -3% | -$74 | ﹤0.01% | 4478 |
|
|
2023
Q2 | $3.14K | Buy |
75
+14
| +23% | +$598 | ﹤0.01% | 4484 |
|
|
2023
Q1 | $2.54K | Sell |
61
-20
| -25% | -$927 | ﹤0.01% | 4568 |
|
|
2022
Q4 | $3.41K | Hold |
81
| – | – | ﹤0.01% | 4369 |
|
|
2022
Q3 | $3K | Sell |
81
-15
| -16% | -$638 | ﹤0.01% | 4473 |
|
|
2022
Q2 | $4K | Buy |
96
+15
| +19% | +$671 | ﹤0.01% | 4383 |
|
|
2022
Q1 | $4K | Buy |
81
+61
| +305% | +$3.21K | ﹤0.01% | 4501 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 4165 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 4164 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 4071 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 3860 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 3710 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 3874 |
|
|
2020
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 3948 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 4026 |
|
|
2019
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 4087 |
|
|
2019
Q3 | $0 | Sell |
20
-15
| -43% | -$176 | ﹤0.01% | 4064 |
|
|
2019
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 4012 |
|
|
2019
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 3491 |
|
|
2018
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 3402 |
|
|
2018
Q3 | $2K | Buy |
+35
| New | +$3.79K | ﹤0.01% | 3392 |
|
Other funds holding KG
WCM
Fidelity Investments's KG Position: Q2 2026 in Review
Fidelity Investments reduced its Kestrel Group (KG) stake by 55% in Q2 2026, selling an estimated $15.4K and leaving 1,134 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4874.
Fidelity Investments first reported a position in KG in Q3 2018 and has held it in 32 quarters since. The position peaked at $27.2K in Q1 2026. 39 funds tracked by Wall St. Rank hold KG as of Q2 2026.
- Fidelity Investments held 1,134 shares of Kestrel Group worth $10.2K as of Q2 2026.
- Fidelity Investments sold 1,389 Kestrel Group shares in Q2 2026, an estimated $15.4K.
- Kestrel Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4874 holding.
- Fidelity Investments first reported a position in Kestrel Group in Q3 2018 and has held it in 32 quarters since.
- Fidelity Investments's Kestrel Group position peaked at $27.2K in Q1 2026.
- 39 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.