Fidelity Investments
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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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fidelity Investments's USMC Position: Q1 2026 in Review

Fidelity Investments increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2,667% in Q1 2026, buying an estimated $16K and bringing the position to 249 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

Fidelity Investments first reported a position in USMC in Q2 2021 and has held it in 15 quarters since. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Fidelity Investments held 249 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $16K as of Q1 2026.
  • Fidelity Investments bought 240 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $16K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4604 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 15 quarters since.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.