Fidelity Investments
TIPT icon

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
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 – – 4150
2018
Q3 		$0 Buy
+1
New +$7 ﹤0.01% 3801

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return