Fidelity Investments’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Fidelity Investments’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239M	Buy	2,500,609 +575,120	+30%	+$54.9M	0.01%	857
2026 Q1	$185M	Buy	1,925,489 +104,036	+6%	+$9.99M	0.01%	901
2025 Q4	$175M	Buy	+1,821,453	New	+$175M	0.01%	924
2024 Q3	–	Sell	-1	Closed	-$95	–	5636
2024 Q2	$95	Buy	+1	New	+$94	﹤0.01%	4979
2024 Q1	–	Sell	-4	Closed	-$379	–	5569
2023 Q4	$379	Buy	4 +1	+33%	+$94	﹤0.01%	4839
2023 Q3	$281	Buy	+3	New	+$281	﹤0.01%	4767
2023 Q2	–	Sell	-148	Closed	-$14K	–	5509
2023 Q1	$14K	Buy	148 +147	+14,700%	+$13.9K	﹤0.01%	3997
2022 Q4	$94	Sell	1 -2	-67%	-$188	﹤0.01%	4888
2022 Q3	$0	Sell	3 -666,322	-100%	-$63.7M	﹤0.01%	5192
2022 Q2	$64M	Buy	666,325 +1	+0%	+$97	0.01%	1150
2022 Q1	$65M	Sell	666,324 -81,227	-11%	-$8.07M	0.01%	1286
2021 Q4	$75.2M	Hold	747,551	–	–	0.01%	1244
2021 Q3	$76.1M	Buy	747,551 +1	+0%	+$102	0.01%	1229
2021 Q2	$76M	Hold	747,550	–	–	0.01%	1242
2021 Q1	$76.2M	Buy	747,550 +244,565	+49%	+$25M	0.01%	1193
2020 Q4	$51.3M	Hold	502,985	–	–	﹤0.01%	1310
2020 Q3	$51.4M	Sell	502,985 -1	-0%	-$102	0.01%	1177
2020 Q2	$51.3M	Hold	502,986	–	–	0.01%	1150
2020 Q1	$49.8M	Buy	502,986 +1	+0%	+$100	0.01%	1029
2019 Q4	$50.2M	Hold	502,985	–	–	0.01%	1212
2019 Q3	$50.5M	Buy	502,985 +249,225	+98%	+$25M	0.01%	1162
2019 Q2	$25.4M	Hold	253,760	–	–	﹤0.01%	1521
2019 Q1	$25.3M	Hold	253,760	–	–	﹤0.01%	1491
2018 Q4	$25.1M	Buy	253,760 +104,000	+69%	+$10.3M	﹤0.01%	1468
2018 Q3	$14.9M	Hold	149,760	–	–	﹤0.01%	1808
2018 Q2	$14.9M	Hold	149,760	–	–	﹤0.01%	1818
2018 Q1	$15M	Hold	149,760	–	–	﹤0.01%	1829
2017 Q4	$15M	Hold	149,760	–	–	﹤0.01%	1821
2017 Q3	$15.1M	Buy	+149,760	New	+$15.1M	﹤0.01%	1790

Other funds holding LDUR

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GVAG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

Fidelity Investments's LDUR Position: Q2 2026 in Review

Fidelity Investments increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 30% in Q2 2026, buying an estimated $54.9M and bringing the position to 2,500,609 shares worth $239M. The position accounts for 0.01% of the portfolio, ranked #857.

Fidelity Investments first reported a position in LDUR in Q3 2017 and has held it in 29 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Fidelity Investments held 2,500,609 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $239M as of Q2 2026.
Fidelity Investments bought 575,120 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $54.9M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #857 holding.
Fidelity Investments first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2017 and has held it in 29 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

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