Fidelity Investments
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Fidelity Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Fidelity Investments’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5K Buy
3,523
+202
+6% +$2.07K ﹤0.01% 4439
2026
Q1 		$34.1K Sell
3,321
-219
-6% -$2.34K ﹤0.01% 4290
2025
Q4 		$37.2K Buy
3,540
+294
+9% +$3.11K ﹤0.01% 4225
2025
Q3 		$35K Buy
3,246
+56
+2% +$603 ﹤0.01% 4127
2025
Q2 		$33.7K Buy
3,190
+287
+10% +$2.92K ﹤0.01% 4082
2025
Q1 		$32.4K Sell
2,903
-4
-0.1% -$45 ﹤0.01% 4047
2024
Q4 		$30.9K Sell
2,907
-19
-0.6% -$214 ﹤0.01% 4058
2024
Q3 		$35.3K Sell
2,926
-2,173
-43% -$25.3K ﹤0.01% 3926
2024
Q2 		$57.1K Buy
5,099
+5,092
+72,743% +$56.3K ﹤0.01% 3548
2024
Q1 		$84 Buy
+7
New +$79 ﹤0.01% 4986
2023
Q4 		– Sell
-356
Closed -$4.05K – 5572
2023
Q3 		$4.05K Buy
+356
New +$4.21K ﹤0.01% 4382
2023
Q2 		– Sell
-31
Closed -$350 – 5521
2023
Q1 		$350 Sell
31
-414
-93% -$5.1K ﹤0.01% 4824
2022
Q4 		$5.19K Buy
+445
New +$5.35K ﹤0.01% 4235
2022
Q2 		– Sell
-71
Closed -$1K – 5278
2022
Q1 		$1K Sell
71
-268
-79% -$4.59K ﹤0.01% 4822
2021
Q4 		$6K Buy
339
+156
+85% +$2.95K ﹤0.01% 3764
2021
Q3 		$3K Buy
183
+182
+18,200% +$3.47K ﹤0.01% 3912
2021
Q2 		$0 Sell
1
-418
-100% -$8.12K ﹤0.01% 4638
2021
Q1 		$8K Buy
419
+418
+41,800% +$7.41K ﹤0.01% 3444
2020
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 4130

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments's MORT Position: Q2 2026 in Review

Fidelity Investments increased its VanEck Mortgage REIT Income ETF (MORT) stake by 6.1% in Q2 2026, buying an estimated $2.07K and bringing the position to 3,523 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4439.

Fidelity Investments first reported a position in MORT in Q4 2020 and has held it in 19 quarters since. The position peaked at $57.1K in Q2 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Fidelity Investments held 3,523 shares of VanEck Mortgage REIT Income ETF worth $36.5K as of Q2 2026.
  • Fidelity Investments bought 202 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $2.07K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4439 holding.
  • Fidelity Investments first reported a position in VanEck Mortgage REIT Income ETF in Q4 2020 and has held it in 19 quarters since.
  • Fidelity Investments's VanEck Mortgage REIT Income ETF position peaked at $57.1K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

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