Fidelity Investments
NOTE

Fidelity Investments’s FiscalNote NOTE Stock Holding History

Fidelity Investments’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-545
Closed -$3.51K – 5510
2025
Q2 		$3.51K Sell
545
-358
-40% -$2.68K ﹤0.01% 4768
2025
Q1 		$8.75K Buy
903
+108
+14% +$1.63K ﹤0.01% 4543
2024
Q4 		$10.2K Buy
795
+336
+73% +$4.09K ﹤0.01% 4464
2024
Q3 		$7.05K Sell
459
-293
-39% -$5.1K ﹤0.01% 4534
2024
Q2 		$13.2K Buy
752
+449
+148% +$7.12K ﹤0.01% 4232
2024
Q1 		$4.83K Buy
303
+150
+98% +$2.54K ﹤0.01% 4517
2023
Q4 		$2.09K Sell
153
-1,652
-92% -$27.2K ﹤0.01% 4637
2023
Q3 		$45K Sell
1,805
-621
-26% -$21.2K ﹤0.01% 3418
2023
Q2 		$106K Buy
+2,426
New +$68.1K ﹤0.01% 3140

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments's NOTE Position: Q3 2025 in Review

Fidelity Investments sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 545 shares — an estimated $3.51K sold.

Fidelity Investments first reported a position in NOTE in Q2 2023 and held it in 9 quarters. The position peaked at $106K in Q2 2023. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Fidelity Investments reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 545 FiscalNote shares in Q3 2025, an estimated $3.51K.
  • Fidelity Investments first reported a position in FiscalNote in Q2 2023 and held it in 9 quarters.
  • Fidelity Investments's FiscalNote position peaked at $106K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.