Fidelity Investments’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Fidelity Investments’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.5K	Sell	1,403 -300	-18%	-$11.3K	﹤0.01%	4276
2026 Q1	$59.9K	Buy	1,703 +772	+83%	+$28.2K	﹤0.01%	4040
2025 Q4	$33.7K	Buy	931 +626	+205%	+$22.6K	﹤0.01%	4271
2025 Q3	$11K	Buy	+305	New	+$11K	﹤0.01%	4577
2025 Q2	–	Sell	-226	Closed	-$7.4K	–	5489
2025 Q1	$7.4K	Sell	226 -237	-51%	-$8.27K	﹤0.01%	4590
2024 Q4	$16K	Buy	463 +18	+4%	+$643	﹤0.01%	4275
2024 Q3	$15.6K	Buy	445 +307	+222%	+$10.2K	﹤0.01%	4293
2024 Q2	$4.41K	Buy	138 +75	+119%	+$2.42K	﹤0.01%	4576
2024 Q1	$2.15K	Buy	+63	New	+$2.01K	﹤0.01%	4687

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Fidelity Investments's SMOT Position: Q2 2026 in Review

Fidelity Investments reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 18% in Q2 2026, selling an estimated $11.3K and leaving 1,403 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Fidelity Investments first reported a position in SMOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.9K in Q1 2026. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Fidelity Investments held 1,403 shares of VanEck Morningstar SMID Moat ETF worth $54.5K as of Q2 2026.
Fidelity Investments sold 300 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $11.3K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4276 holding.
Fidelity Investments first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 9 quarters since.
Fidelity Investments's VanEck Morningstar SMID Moat ETF position peaked at $59.9K in Q1 2026.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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