Fidelity Investments
SOAR icon

Fidelity Investments’s Volato Group SOAR Stock Holding History

Fidelity Investments’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$354 – 5578
2025
Q3 		$354 Buy
+200
New +$306 ﹤0.01% 5114

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments's SOAR Position: Q4 2025 in Review

Fidelity Investments sold out of Volato Group (SOAR) in Q4 2025, closing a stake of 200 shares — an estimated $354 sold.

Fidelity Investments first reported a position in SOAR in Q3 2025 and held it in 1 quarter. The position peaked at $354 in Q3 2025. 12 funds tracked by Wall St. Rank hold SOAR as of Q4 2025.

  • Fidelity Investments reported no remaining Volato Group position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 200 Volato Group shares in Q4 2025, an estimated $354.
  • Fidelity Investments first reported a position in Volato Group in Q3 2025 and held it in 1 quarter.
  • Fidelity Investments's Volato Group position peaked at $354 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Volato Group as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.