Fidelity Investments
PHEQ

Fidelity Investments’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Fidelity Investments’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$31 – 5529
2025
Q2 		$31 Buy
+1
New +$29 ﹤0.01% 5219
2024
Q4 		– Sell
-1
Closed -$29 – 5747
2024
Q3 		$29 Buy
+1
New +$28 ﹤0.01% 5275

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Fidelity Investments's PHEQ Position: Q3 2025 in Review

Fidelity Investments sold out of Parametric Hedged Equity ETF (PHEQ) in Q3 2025, closing a stake of 1 share — an estimated $31 sold.

Fidelity Investments first reported a position in PHEQ in Q3 2024 and held it in 2 quarters. The position peaked at $31 in Q2 2025. 11 funds tracked by Wall St. Rank hold PHEQ as of Q3 2025.

  • Fidelity Investments reported no remaining Parametric Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Parametric Hedged Equity ETF share in Q3 2025, an estimated $31.
  • Fidelity Investments first reported a position in Parametric Hedged Equity ETF in Q3 2024 and held it in 2 quarters.
  • Fidelity Investments's Parametric Hedged Equity ETF position peaked at $31 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q3 2025.

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