Fidelity Investments’s Exzeo Group XZO Stock Holding History

Fidelity Investments’s Portfolio XZO Stock Details XZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Sell	841 -118	-12%	-$1.74K	﹤0.01%	4784
2026 Q1	$14.1K	Buy	+959	New	+$17K	﹤0.01%	4660

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments's XZO Position: Q2 2026 in Review

Fidelity Investments reduced its Exzeo Group (XZO) stake by 12% in Q2 2026, selling an estimated $1.74K and leaving 841 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

Fidelity Investments first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Fidelity Investments held 841 shares of Exzeo Group worth $14.2K as of Q2 2026.
Fidelity Investments sold 118 Exzeo Group shares in Q2 2026, an estimated $1.74K.
Exzeo Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4784 holding.
Fidelity Investments first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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