Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| 1 | +$3.3B | |
| 2 | +$3.29B | |
| 3 | +$2.87B | |
| 4 |
Tesla
TSLA
|
+$2.76B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.02B |
Top Sells
| 1 | +$4.67B | |
| 2 | +$4.34B | |
| 3 | +$3.34B | |
| 4 |
NVIDIA
NVDA
|
+$2.85B |
| 5 |
Visa
V
|
+$2.44B |
Sector Composition
| 1 | Technology | 33.02% |
| 2 | Communication Services | 13.11% |
| 3 | Financials | 11.94% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Healthcare | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$144B
| $9.43B | 0.49% |
43,695,482
+6,063,143
|
|
||
27
Oracle
ORCL
$576B
| $8.99B | 0.47% |
31,977,709
+7,047,855
|
|
||
28
Fidelity Investment Grade Securitized ETF
FSEC
$4.28B
| $8.55B | 0.44% |
193,918,695
+13,585,686
|
|
||
29
Alnylam Pharmaceuticals
ALNY
$59.6B
| $7.65B | 0.4% |
16,767,625
+961,104
|
|
||
30
Costco
COST
$405B
| $7.36B | 0.38% |
7,953,470
-1,460,694
|
|
||
31
Coca-Cola
KO
$315B
| $7.18B | 0.37% |
108,243,160
+7,939,419
|
|
||
32
Shopify
SHOP
$207B
| $6.9B | 0.36% |
46,435,115
+1,231,137
|
|
||
33
Shell
SHEL
$211B
| $6.88B | 0.36% |
96,140,137
+1,496,299
|
|
||
34
Micron Technology
MU
$266B
| $6.7B | 0.35% |
40,064,500
-1,686,810
|
|
||
35
Gilead Sciences
GILD
$156B
| $6.7B | 0.35% |
60,316,279
+360,902
|
|
||
36
Philip Morris
PM
$245B
| $6.56B | 0.34% |
40,470,733
+7,900,386
|
|
||
37
Lowe's Companies
LOW
$136B
| $6.48B | 0.34% |
25,779,338
-998,327
|
|
||
38
Roblox
RBLX
$66.7B
| $6.44B | 0.34% |
46,523,409
-2,985,412
|
|
||
39
Uber
UBER
$182B
| $5.97B | 0.31% |
60,943,052
-2,019,202
|
|
||
40
Linde
LIN
$192B
| $5.9B | 0.31% |
12,422,862
+502,138
|
|
||
41
NXP Semiconductors
NXPI
$49.1B
| $5.47B | 0.28% |
24,012,346
-897,908
|
|
||
42
Cisco
CSCO
$304B
| $5.03B | 0.26% |
73,505,038
-19,588,307
|
|
||
43
CRH
CRH
$80.3B
| $4.97B | 0.26% |
41,462,514
+4,705,014
|
|
||
44
AbbVie
ABBV
$402B
| $4.87B | 0.25% |
21,035,087
+33,470
|
|
||
45
TJX Companies
TJX
$169B
| $4.84B | 0.25% |
33,503,314
-223,727
|
|
||
46
Trane Technologies
TT
$93.5B
| $4.82B | 0.25% |
11,414,997
+1,192,552
|
|
||
47
UnitedHealth
UNH
$299B
| $4.73B | 0.25% |
13,690,987
-3,112,368
|
|
||
48
Imperial Oil
IMO
$49.1B
| $4.72B | 0.25% |
52,025,851
+4,905,285
|
|
||
49
Astera Labs
ALAB
$26.6B
| $4.71B | 0.25% |
24,079,486
-724,560
|
|
||
50
Arista Networks
ANET
$165B
| $4.67B | 0.24% |
32,041,881
+6,762,687
|
|