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 | |
|---|---|---|---|---|---|---|
151
Equinix
EQIX
$74B
| $2.09B | 0.11% |
2,663,873
+299,274
|
|
||
152
Deckers Outdoor
DECK
$12.8B
| $2.07B | 0.11% |
20,451,735
-1,963,570
|
|
||
153
S&P Global
SPGI
$151B
| $2.01B | 0.1% |
4,130,693
-1,657,943
|
|
||
154
iShares Russell 1000 Value ETF
IWD
$67.7B
| $2.01B | 0.1% |
9,860,128
+1,018,449
|
|
||
155
UBS Group
UBS
$121B
| $1.98B | 0.1% |
48,458,708
-129,622
|
|
||
156
Veeva Systems
VEEV
$39.5B
| $1.96B | 0.1% |
6,595,332
+883,537
|
|
||
157
Prologis
PLD
$119B
| $1.94B | 0.1% |
16,903,111
-1,116,470
|
|
||
158
Roku
ROKU
$14.3B
| $1.93B | 0.1% |
19,297,940
-132,151
|
|
||
159
Sea Limited
SE
$82.3B
| $1.93B | 0.1% |
10,807,966
+3,479,152
|
|
||
160
Wheaton Precious Metals
WPM
$50B
| $1.91B | 0.1% |
17,034,701
+520,433
|
|
||
161
Stryker
SYK
$142B
| $1.9B | 0.1% |
5,143,878
-2,009,275
|
|
||
162
Ventas
VTR
$37.9B
| $1.89B | 0.1% |
26,958,200
+2,916,643
|
|
||
163
GlobalFoundries
GFS
$19.9B
| $1.87B | 0.1% |
52,096,372
+417,947
|
|
||
164
PG&E
PCG
$35.4B
| $1.86B | 0.1% |
123,282,064
-6,009,884
|
|
||
165
SAP
SAP
$282B
| $1.85B | 0.1% |
6,926,639
-2,091,585
|
|
||
166
ConocoPhillips
COP
$110B
| $1.85B | 0.1% |
19,547,525
+3,147,609
|
|
||
167
Cintas
CTAS
$74.8B
| $1.83B | 0.1% |
8,897,255
-1,002,264
|
|
||
168
Intuit
INTU
$176B
| $1.83B | 0.09% |
2,672,849
-332,498
|
|
||
169
Waste Connections
WCN
$45.2B
| $1.82B | 0.09% |
10,378,646
+4,870,666
|
|
||
170
IBM
IBM
$288B
| $1.82B | 0.09% |
6,452,353
+1,447,299
|
|
||
171
Martin Marietta Materials
MLM
$37.6B
| $1.81B | 0.09% |
2,879,547
-130,615
|
|
||
172
Hartford Financial Services
HIG
$38.2B
| $1.81B | 0.09% |
13,582,078
+1,579,085
|
|
||
173
Nike
NKE
$95.5B
| $1.81B | 0.09% |
25,965,504
+1,059,472
|
|
||
174
Cummins
CMI
$68.7B
| $1.74B | 0.09% |
4,114,884
+2,939,725
|
|
||
|
CRCL
175
Circle Internet Group
CRCL
$18.8B
| $1.72B | 0.09% |
12,959,799
-787,509
|
|