Fidelity Investments’s Willamette Valley Vineyards WVVI Stock Holding History

Fidelity Investments’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Buy	+400	New	+$1.08K	﹤0.01%	5239
2022 Q2	–	Sell	-55	Closed	–	–	5543
2022 Q1	$0	Buy	+55	New	+$514	﹤0.01%	5539
2021 Q2	–	Sell	-5,003	Closed	-$45K	–	4955
2021 Q1	$45K	Hold	5,003	–	–	﹤0.01%	3075
2020 Q4	$32K	Hold	5,003	–	–	﹤0.01%	3086
2020 Q3	$31K	Hold	5,003	–	–	﹤0.01%	2970
2020 Q2	$30K	Hold	5,003	–	–	﹤0.01%	2905
2020 Q1	$24K	Hold	5,003	–	–	﹤0.01%	2919
2019 Q4	$35K	Hold	5,003	–	–	﹤0.01%	2983
2019 Q3	$35K	Hold	5,003	–	–	﹤0.01%	2941
2019 Q2	$35K	Hold	5,003	–	–	﹤0.01%	2935
2019 Q1	$36K	Hold	5,003	–	–	﹤0.01%	2850
2018 Q4	$34K	Hold	5,003	–	–	﹤0.01%	2799
2018 Q3	$40K	Buy	+5,003	New	+$40.8K	﹤0.01%	2867

Other funds holding WVVI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity Investments's WVVI Position: Q2 2026 in Review

Fidelity Investments opened a new position in Willamette Valley Vineyards (WVVI) in Q2 2026: 400 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #5239 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in WVVI as recently as Q1 2022.

Fidelity Investments first reported a position in WVVI in Q3 2018 and has held it in 13 quarters since. The position peaked at $45K in Q1 2021. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Fidelity Investments held 400 shares of Willamette Valley Vineyards worth $1K as of Q2 2026.
Willamette Valley Vineyards was a new Fidelity Investments position in Q2 2026.
Willamette Valley Vineyards made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5239 holding.
Fidelity Investments first reported a position in Willamette Valley Vineyards in Q3 2018 and has held it in 13 quarters since.
Fidelity Investments's Willamette Valley Vineyards position peaked at $45K in Q1 2021.
35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

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