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 | |
|---|---|---|---|---|---|---|
101
TransDigm Group
TDG
$76.6B
| $3.01B | 0.16% |
2,282,430
+409,999
|
|
||
102
Danaher
DHR
$160B
| $3B | 0.16% |
15,147,515
+644,423
|
|
||
103
Nutanix
NTNX
$12.9B
| $2.99B | 0.16% |
40,203,140
+103,127
|
|
||
104
ON Semiconductor
ON
$20.2B
| $2.97B | 0.15% |
60,250,043
+4,444,010
|
|
||
105
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
| $2.87B | 0.15% |
29,705,915
+1,112,448
|
|
||
106
Synopsys
SNPS
$77.6B
| $2.86B | 0.15% |
5,804,320
+1,868,243
|
|
||
107
GSK
GSK
$96.6B
| $2.85B | 0.15% |
66,143,500
+5,139,956
|
|
||
108
Western Digital
WDC
$55.8B
| $2.85B | 0.15% |
23,756,722
-8,504,412
|
|
||
109
O'Reilly Automotive
ORLY
$85.8B
| $2.85B | 0.15% |
26,389,484
+1,659,186
|
|
||
110
Goldman Sachs
GS
$248B
| $2.84B | 0.15% |
3,570,231
+1,053,928
|
|
||
111
Cloudflare
NET
$70.1B
| $2.84B | 0.15% |
13,248,725
-1,063,016
|
|
||
112
Parker-Hannifin
PH
$109B
| $2.83B | 0.15% |
3,728,810
+708,398
|
|
||
113
Merck
MRK
$260B
| $2.81B | 0.15% |
33,426,750
+1,860,625
|
|
||
114
Hilton Worldwide
HLT
$66.3B
| $2.78B | 0.14% |
10,729,609
+483,164
|
|
||
115
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $2.71B | 0.14% |
41,579,695
+4,907,673
|
|
||
116
American Express
AXP
$252B
| $2.71B | 0.14% |
8,161,505
-123,523
|
|
||
117
Moody's
MCO
$87.6B
| $2.71B | 0.14% |
5,688,895
-559,828
|
|
||
118
KLA
KLAC
$154B
| $2.71B | 0.14% |
2,512,617
+1,360,171
|
|
||
119
KKR & Co
KKR
$109B
| $2.71B | 0.14% |
20,839,156
+4,428,383
|
|
||
120
SPDR S&P 500 ETF Trust
SPY
$705B
| $2.65B | 0.14% |
3,973,641
+18,891
|
|
||
121
Keurig Dr Pepper
KDP
$37.9B
| $2.64B | 0.14% |
103,377,615
-3,451,362
|
|
||
|
SGI
122
Somnigroup International
SGI
$19.2B
| $2.62B | 0.14% |
31,083,068
-228,651
|
|
||
123
Snowflake
SNOW
$85.1B
| $2.51B | 0.13% |
11,123,272
+3,096,316
|
|
||
124
Johnson & Johnson
JNJ
$499B
| $2.49B | 0.13% |
13,443,427
+21,952
|
|
||
125
Canadian Natural Resources
CNQ
$70.3B
| $2.46B | 0.13% |
76,913,244
+3,501,998
|
|