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 | |
|---|---|---|---|---|---|---|
|
SNDK
126
Sandisk
SNDK
$32.7B
| $2.45B | 0.13% |
21,834,489
+39,570
|
|
||
127
M&T Bank
MTB
$29.2B
| $2.41B | 0.13% |
12,216,913
+502,054
|
|
||
128
Blackrock
BLK
$162B
| $2.4B | 0.13% |
2,061,258
+5,184
|
|
||
129
Starbucks
SBUX
$99.1B
| $2.38B | 0.12% |
28,173,697
-3,325,250
|
|
||
130
Quanta Services
PWR
$69.3B
| $2.38B | 0.12% |
5,739,740
+15,288
|
|
||
131
NRG Energy
NRG
$32.5B
| $2.38B | 0.12% |
14,681,232
+5,202,627
|
|
||
132
iShares National Muni Bond ETF
MUB
$41.7B
| $2.36B | 0.12% |
22,165,426
+3,931,000
|
|
||
133
American Tower
AMT
$84.9B
| $2.36B | 0.12% |
12,247,533
-1,342,127
|
|
||
134
Salesforce
CRM
$219B
| $2.34B | 0.12% |
9,870,816
-2,625,404
|
|
||
135
Insulet
PODD
$23B
| $2.34B | 0.12% |
7,569,822
+63,064
|
|
||
136
Datadog
DDOG
$56.1B
| $2.33B | 0.12% |
16,342,587
+5,532,581
|
|
||
137
Southern Company
SO
$100B
| $2.32B | 0.12% |
24,505,290
-236,174
|
|
||
138
Pinduoduo
PDD
$165B
| $2.29B | 0.12% |
17,319,713
+2,386,648
|
|
||
139
McKesson
MCK
$109B
| $2.26B | 0.12% |
2,928,757
+781,659
|
|
||
140
Intuitive Surgical
ISRG
$203B
| $2.24B | 0.12% |
4,999,960
-3,659,932
|
|
||
141
iShares Core S&P Small-Cap ETF
IJR
$87.9B
| $2.21B | 0.12% |
18,619,569
+2,250,055
|
|
||
142
Axon Enterprise
AXON
$42.6B
| $2.16B | 0.11% |
3,015,325
+60,727
|
|
||
143
iShares Core MSCI EAFE ETF
IEFA
$160B
| $2.16B | 0.11% |
24,767,403
+1,781,448
|
|
||
144
Royal Bank of Canada
RY
$217B
| $2.16B | 0.11% |
14,666,553
+521,845
|
|
||
145
Carvana
CVNA
$53B
| $2.16B | 0.11% |
5,714,340
-370,785
|
|
||
146
Alibaba
BABA
$375B
| $2.14B | 0.11% |
11,966,783
+2,820,257
|
|
||
147
SharkNinja
SN
$13.8B
| $2.13B | 0.11% |
20,623,179
+3,694,352
|
|
||
148
NextEra Energy
NEE
$180B
| $2.12B | 0.11% |
28,087,243
+501,601
|
|
||
149
Northern Trust
NTRS
$24.8B
| $2.11B | 0.11% |
15,663,175
-1,723,139
|
|
||
150
Celestica
CLS
$39.6B
| $2.1B | 0.11% |
8,517,620
-371,232
|
|