Fidelity Investments
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Fidelity Investments’s United Fire Group UFCS Stock Holding History

Fidelity Investments’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
20,782
-3,166
-13% -$141K ﹤0.01% 2983
2026
Q1 		$888K Sell
23,948
-11,006
-31% -$406K ﹤0.01% 2914
2025
Q4 		$1.27M Sell
34,954
-10,003
-22% -$342K ﹤0.01% 2763
2025
Q3 		$1.37M Buy
44,957
+7,245
+19% +$213K ﹤0.01% 2680
2025
Q2 		$1.08M Buy
37,712
+14,231
+61% +$398K ﹤0.01% 2689
2025
Q1 		$692K Buy
23,481
+22,883
+3,827% +$618K ﹤0.01% 2807
2024
Q4 		$17K Sell
598
-690
-54% -$17.4K ﹤0.01% 4248
2024
Q3 		$27K Buy
1,288
+252
+24% +$5.22K ﹤0.01% 4045
2024
Q2 		$22.3K Sell
1,036
-929
-47% -$20.5K ﹤0.01% 4024
2024
Q1 		$42.8K Buy
1,965
+73
+4% +$1.62K ﹤0.01% 3665
2023
Q4 		$38.1K Buy
1,892
+928
+96% +$18.8K ﹤0.01% 3640
2023
Q3 		$19K Buy
964
+693
+256% +$14.5K ﹤0.01% 3832
2023
Q2 		$6.14K Sell
271
-249
-48% -$6.15K ﹤0.01% 4301
2023
Q1 		$13.8K Buy
520
+114
+28% +$3.24K ﹤0.01% 4007
2022
Q4 		$11.1K Sell
406
-469
-54% -$13.7K ﹤0.01% 3976
2022
Q3 		$25K Buy
875
+224
+34% +$6.91K ﹤0.01% 3757
2022
Q2 		$22K Sell
651
-5
-0.8% -$156 ﹤0.01% 3849
2022
Q1 		$20K Buy
+656
New +$17.4K ﹤0.01% 4024
2021
Q4 		– Sell
-94
Closed -$2K – 4943
2021
Q3 		$2K Buy
94
+75
+395% +$1.88K ﹤0.01% 4056
2021
Q2 		$1K Buy
+19
New +$592 ﹤0.01% 4112
2020
Q4 		– Sell
-14
Closed – – 4292
2020
Q3 		$0 Sell
14
-37
-73% -$925 ﹤0.01% 4013
2020
Q2 		$1K Sell
51
-77
-60% -$2.17K ﹤0.01% 3506
2020
Q1 		$4K Buy
128
+35
+38% +$1.42K ﹤0.01% 3310
2019
Q4 		$4K Hold
93
– – ﹤0.01% 3477
2019
Q3 		$4K Hold
93
– – ﹤0.01% 3463
2019
Q2 		$5K Hold
93
– – ﹤0.01% 3385
2019
Q1 		$4K Sell
93
-121
-57% -$6.05K ﹤0.01% 3321
2018
Q4 		$12K Hold
214
– – ﹤0.01% 3012
2018
Q3 		$11K Buy
+214
New +$11.4K ﹤0.01% 3123

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments's UFCS Position: Q2 2026 in Review

Fidelity Investments reduced its United Fire Group (UFCS) stake by 13% in Q2 2026, selling an estimated $141K and leaving 20,782 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Fidelity Investments first reported a position in UFCS in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.37M in Q3 2025. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Fidelity Investments held 20,782 shares of United Fire Group worth $1.09M as of Q2 2026.
  • Fidelity Investments sold 3,166 United Fire Group shares in Q2 2026, an estimated $141K.
  • United Fire Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2983 holding.
  • Fidelity Investments first reported a position in United Fire Group in Q3 2018 and has held it in 29 quarters since.
  • Fidelity Investments's United Fire Group position peaked at $1.37M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

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