Fidelity Investments’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Fidelity Investments’s Portfolio USMC Stock Details USMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.6K	Buy	1,155 +906	+364%	+$64.6K	﹤0.01%	4049
2026 Q1	$16K	Buy	249 +240	+2,667%	+$16K	﹤0.01%	4604
2025 Q4	$59	Hold	9	–	–	﹤0.01%	5275
2025 Q3	$60	Hold	9	–	–	﹤0.01%	5228
2025 Q2	$530	Buy	9 +3	+50%	+$175	﹤0.01%	5027
2025 Q1	$385	Buy	+6	New	+$360	﹤0.01%	5038
2023 Q4	–	Sell	-30	Closed	-$1.28K	–	5662
2023 Q3	$1.28K	Buy	30 +1	+3%	+$44	﹤0.01%	4615
2023 Q2	$1.26K	Sell	29 -3	-9%	-$123	﹤0.01%	4677
2023 Q1	$1.26K	Hold	32	–	–	﹤0.01%	4711
2022 Q4	$1.15K	Hold	32	–	–	﹤0.01%	4625
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	4748
2022 Q2	$1K	Sell	32 -41	-56%	-$1.61K	﹤0.01%	4810
2022 Q1	$3K	Sell	73 -23	-24%	-$964	﹤0.01%	4596
2021 Q4	$4K	Hold	96	–	–	﹤0.01%	3882
2021 Q3	$4K	Sell	96 -1	-1%	-$41	﹤0.01%	3873
2021 Q2	$4K	Buy	+97	New	+$3.74K	﹤0.01%	3801

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Fidelity Investments's USMC Position: Q2 2026 in Review

Fidelity Investments increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 364% in Q2 2026, buying an estimated $64.6K and bringing the position to 1,155 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4049.

Fidelity Investments first reported a position in USMC in Q2 2021 and has held it in 16 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Fidelity Investments held 1,155 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $85.6K as of Q2 2026.
Fidelity Investments bought 906 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $64.6K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4049 holding.
Fidelity Investments first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2021 and has held it in 16 quarters since.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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