Fidelity Investments
MFSV

Fidelity Investments’s MFS Active Value ETF MFSV Stock Holding History

Fidelity Investments’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$914 Buy
32
+31
+3,100% +$860 ﹤0.01% 5248
2026
Q1 		$27 Buy
+1
New +$27 ﹤0.01% 5339
2025
Q4 		– Sell
-1
Closed -$26 – 5651
2025
Q3 		$26 Buy
+1
New +$26 ﹤0.01% 5299

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Fidelity Investments's MFSV Position: Q2 2026 in Review

Fidelity Investments increased its MFS Active Value ETF (MFSV) stake by 3,100% in Q2 2026, buying an estimated $860 and bringing the position to 32 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #5248.

Fidelity Investments first reported a position in MFSV in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Fidelity Investments held 32 shares of MFS Active Value ETF worth $914 as of Q2 2026.
  • Fidelity Investments bought 31 MFS Active Value ETF shares in Q2 2026, an estimated $860.
  • MFS Active Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5248 holding.
  • Fidelity Investments first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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