Fidelity Investments
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Fidelity Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Fidelity Investments’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Buy
6,070
+1,655
+37% +$123K ﹤0.01% 3188
2025
Q4 		$286K Buy
4,415
+2,212
+100% +$146K ﹤0.01% 3290
2025
Q3 		$155K Buy
2,203
+1,893
+611% +$119K ﹤0.01% 3481
2025
Q2 		$18.7K Sell
310
-110
-26% -$5.91K ﹤0.01% 4313
2025
Q1 		$19.6K Sell
420
-64
-13% -$2.71K ﹤0.01% 4228
2024
Q4 		$18.1K Buy
+484
New +$18.7K ﹤0.01% 4221

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments's SHLD Position: Q1 2026 in Review

Fidelity Investments increased its Global X Defense Tech ETF (SHLD) stake by 37% in Q1 2026, buying an estimated $123K and bringing the position to 6,070 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Fidelity Investments first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Fidelity Investments held 6,070 shares of Global X Defense Tech ETF worth $430K as of Q1 2026.
  • Fidelity Investments bought 1,655 Global X Defense Tech ETF shares in Q1 2026, an estimated $123K.
  • Global X Defense Tech ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3188 holding.
  • Fidelity Investments first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.