Fidelity Investments
TOI icon

Fidelity Investments’s The Oncology Institute TOI Stock Holding History

Fidelity Investments’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Buy
49,531
+48,039
+3,220% +$147K ﹤0.01% 3621
2025
Q4 		$5.31K Buy
1,492
+866
+138% +$3.21K ﹤0.01% 4881
2025
Q3 		$2.19K Buy
626
+107
+21% +$367 ﹤0.01% 4923
2025
Q2 		$1.06K Buy
+519
New +$1.3K ﹤0.01% 4957
2024
Q4 		– Sell
-4,749,900
Closed -$1.55M – 5817
2024
Q3 		$1.55M Sell
4,749,900
-1,489
-0% -$617 ﹤0.01% 2471
2024
Q2 		$2.19M Sell
4,751,389
-2,159
-0% -$1.84K ﹤0.01% 2326
2024
Q1 		$7.51M Sell
4,753,548
-535
-0% -$1.02K ﹤0.01% 1960
2023
Q4 		$9.7M Sell
4,754,083
-100
-0% -$173 ﹤0.01% 1855
2023
Q3 		$6.66M Buy
4,754,183
+100
+0% +$103 ﹤0.01% 1955
2023
Q2 		$2.62M Sell
4,754,083
-7,245,917
-60% -$3.83M ﹤0.01% 2258
2023
Q1 		$8.13M Sell
12,000,000
-1,982
-0% -$2.53K ﹤0.01% 1953
2022
Q4 		$19.8M Buy
12,001,982
+1,713
+0% +$4.81K ﹤0.01% 1616
2022
Q3 		$55.6M Buy
12,000,269
+191
+0% +$1.12K 0.01% 1208
2022
Q2 		$60.7M Buy
12,000,078
+78
+0% +$568 0.01% 1177
2022
Q1 		$85.6M Hold
12,000,000
– – 0.01% 1135
2021
Q4 		$111M Buy
+12,000,000
New +$107M 0.01% 1057

Other funds holding TOI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $607M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return