Fidelity Investments
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Fidelity Investments’s Tiptree Inc TIPT Stock Holding History

Fidelity Investments’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Sell
10,637
-4,179
-28% -$72.2K ﹤0.01% 3681
2026
Q1 		$251K Sell
14,816
-5,691
-28% -$97.4K ﹤0.01% 3390
2025
Q4 		$375K Buy
20,507
+19,131
+1,390% +$349K ﹤0.01% 3184
2025
Q3 		$26.4K Sell
1,376
-6,954
-83% -$155K ﹤0.01% 4253
2025
Q2 		$196K Buy
8,330
+9
+0.1% +$201 ﹤0.01% 3317
2025
Q1 		$200K Buy
8,321
+1,114
+15% +$23.7K ﹤0.01% 3242
2024
Q4 		$150K Buy
7,207
+2,758
+62% +$57.7K ﹤0.01% 3380
2024
Q3 		$87.1K Buy
4,449
+1,339
+43% +$24.9K ﹤0.01% 3538
2024
Q2 		$51.3K Buy
3,110
+2,199
+241% +$36.8K ﹤0.01% 3608
2024
Q1 		$15.7K Buy
911
+10
+1% +$179 ﹤0.01% 4109
2023
Q4 		$17.1K Buy
901
+54
+6% +$935 ﹤0.01% 4024
2023
Q3 		$14.2K Buy
847
+56
+7% +$889 ﹤0.01% 3974
2023
Q2 		$11.9K Sell
791
-113
-13% -$1.57K ﹤0.01% 4088
2023
Q1 		$13.2K Buy
904
+177
+24% +$2.69K ﹤0.01% 4026
2022
Q4 		$10.1K Sell
727
-460,336
-100% -$5.93M ﹤0.01% 4013
2022
Q3 		$4.96M Sell
461,063
-51,074
-10% -$583K ﹤0.01% 2179
2022
Q2 		$5.44M Buy
512,137
+115
+0% +$1.29K ﹤0.01% 2214
2022
Q1 		$6.58M Sell
512,022
-133,218
-21% -$1.71M ﹤0.01% 2285
2021
Q4 		$8.92M Buy
645,240
+644,972
+240,661% +$9.03M ﹤0.01% 2155
2021
Q3 		$3K Buy
+268
New +$2.62K ﹤0.01% 3933
2018
Q4 		– Sell
-1
Closed – – 4149
2018
Q3 		$0 Buy
+1
New +$7 ﹤0.01% 3800

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Fidelity Investments's TIPT Position: Q2 2026 in Review

Fidelity Investments reduced its Tiptree Inc (TIPT) stake by 28% in Q2 2026, selling an estimated $72.2K and leaving 10,637 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Fidelity Investments first reported a position in TIPT in Q3 2018 and has held it in 21 quarters since. The position peaked at $8.92M in Q4 2021. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Fidelity Investments held 10,637 shares of Tiptree Inc worth $191K as of Q2 2026.
  • Fidelity Investments sold 4,179 Tiptree Inc shares in Q2 2026, an estimated $72.2K.
  • Tiptree Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3681 holding.
  • Fidelity Investments first reported a position in Tiptree Inc in Q3 2018 and has held it in 21 quarters since.
  • Fidelity Investments's Tiptree Inc position peaked at $8.92M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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