Fidelity Investments
STXF

Fidelity Investments’s Strive 500 ETF STXF Stock Holding History

Fidelity Investments’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.1K Buy
1,289
+344
+36% +$15.1K ﹤0.01% 4095
2025
Q4 		$41.7K Sell
945
-9
-0.9% -$394 ﹤0.01% 4190
2025
Q3 		$41.2K Sell
954
-637
-40% -$26.4K ﹤0.01% 4067
2025
Q2 		$63.7K Buy
1,591
+445
+39% +$16.4K ﹤0.01% 3785
2025
Q1 		$41.3K Buy
1,146
+378
+49% +$14.3K ﹤0.01% 3937
2024
Q4 		$29K Buy
768
+241
+46% +$9.15K ﹤0.01% 4074
2024
Q3 		$19.4K Buy
527
+26
+5% +$923 ﹤0.01% 4188
2024
Q2 		$17.5K Buy
+501
New +$16.9K ﹤0.01% 4123

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments's STXF Position: Q1 2026 in Review

Fidelity Investments increased its Strive 500 ETF (STXF) stake by 36% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,289 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4095.

Fidelity Investments first reported a position in STXF in Q2 2024 and has held it in 8 quarters since. The position peaked at $63.7K in Q2 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Fidelity Investments held 1,289 shares of Strive 500 ETF worth $54.1K as of Q1 2026.
  • Fidelity Investments bought 344 Strive 500 ETF shares in Q1 2026, an estimated $15.1K.
  • Strive 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4095 holding.
  • Fidelity Investments first reported a position in Strive 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • Fidelity Investments's Strive 500 ETF position peaked at $63.7K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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