Fidelity Investments
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Fidelity Investments’s Franklin US Equity Index ETF USPX Stock Holding History

Fidelity Investments’s Portfolio USPX Stock Details USPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.68K Sell
118
-743
-86% -$44.2K ﹤0.01% 4856
2025
Q4 		$51.5K Sell
861
-32
-4% -$1.9K ﹤0.01% 4098
2025
Q3 		$52.3K Sell
893
-72
-7% -$4.06K ﹤0.01% 3953
2025
Q2 		$52.4K Buy
965
+316
+49% +$15.9K ﹤0.01% 3874
2025
Q1 		$31.8K Buy
649
+648
+64,800% +$33.4K ﹤0.01% 4058
2024
Q4 		$51 Buy
+1
New +$52 ﹤0.01% 5180

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments's USPX Position: Q1 2026 in Review

Fidelity Investments reduced its Franklin US Equity Index ETF (USPX) stake by 86% in Q1 2026, selling an estimated $44.2K and leaving 118 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4856.

Fidelity Investments first reported a position in USPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.4K in Q2 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Fidelity Investments held 118 shares of Franklin US Equity Index ETF worth $6.68K as of Q1 2026.
  • Fidelity Investments sold 743 Franklin US Equity Index ETF shares in Q1 2026, an estimated $44.2K.
  • Franklin US Equity Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4856 holding.
  • Fidelity Investments first reported a position in Franklin US Equity Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fidelity Investments's Franklin US Equity Index ETF position peaked at $52.4K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

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