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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$5.99B |
| 2 |
NVIDIA
NVDA
|
+$4.18B |
| 3 |
AstraZeneca
AZN
|
+$3.6B |
| 4 |
KLA
KLAC
|
+$2.72B |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.7B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$5.57B |
| 2 |
SNDK
Sandisk
SNDK
|
+$4.56B |
| 3 |
Microsoft
MSFT
|
+$4.49B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.67B |
| 5 |
Micron Technology
MU
|
+$2.95B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.16% |
| 2 | Communication Services | 11.32% |
| 3 | Financials | 9.98% |
| 4 | Healthcare | 9.43% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2376
8x8 Inc
EGHT
$279M
| $2.74M | ﹤0.01% |
1,648,434
+151,610
| +10% | +$310K |
|
2377
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.45B
| $2.73M | ﹤0.01% |
64,291
+2,364
| +4% | +$102K |
|
2378
Acumen Pharmaceuticals
ABOS
$152M
| $2.73M | ﹤0.01% |
1,157,346
-870,151
| -43% | -$2.22M |
|
2379
Harmonic Inc
HLIT
$1.15B
| $2.72M | ﹤0.01% |
302,777
+240,688
| +388% | +$2.39M |
|
2380
Immersion
IMMR
$243M
| $2.72M | ﹤0.01% |
497,967
+59,239
| +14% | +$373K |
|
2381
Schwab 1000 Index ETF
SCHK
$5.59B
| $2.7M | ﹤0.01% |
86,223
+4,292
| +5% | +$141K |
|
|
SFIX
2382
Stitch Fix
SFIX
$567M
| $2.7M | ﹤0.01% |
816,062
+134,507
| +20% | +$549K |
|
2383
Bread Financial
BFH
$4.32B
| $2.7M | ﹤0.01% |
36,050
+5,593
| +18% | +$412K |
|
2384
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
| $2.68M | ﹤0.01% |
28,467
+5,231
| +23% | +$500K |
|
2385
MoonLake Immunotherapeutics
MLTX
$1.56B
| $2.68M | ﹤0.01% |
143,559
-12,717
| -8% | -$211K |
|
2386
Commerce Bancshares
CBSH
$8.68B
| $2.66M | ﹤0.01% |
54,126
-8,252
| -13% | -$428K |
|
2387
SK Telecom
SKM
$11.4B
| $2.65M | ﹤0.01% |
90,590
+61,757
| +214% | +$1.7M |
|
2388
Myriad Genetics
MYGN
$476M
| $2.63M | ﹤0.01% |
585,277
+94,332
| +19% | +$491K |
|
2389
Regenxbio
RGNX
$616M
| $2.61M | ﹤0.01% |
311,268
+45,173
| +17% | +$475K |
|
2390
UroGen Pharma
URGN
$1.97B
| $2.61M | ﹤0.01% |
144,961
+21,398
| +17% | +$429K |
|
2391
ACV Auctions
ACVA
$1.41B
| $2.59M | ﹤0.01% |
611,436
+267,530
| +78% | +$1.75M |
|
2392
Kura Oncology
KURA
$793M
| $2.58M | ﹤0.01% |
317,652
+11,050
| +4% | +$94.9K |
|
2393
Powell Industries
POWL
$6.79B
| $2.58M | ﹤0.01% |
14,301
-183
| -1% | -$29.9K |
|
2394
NuScale Power
SMR
$2.63B
| $2.56M | ﹤0.01% |
235,918
+99,484
| +73% | +$1.51M |
|
2395
Liberty Latin America Class A
LILA
$1.72B
| $2.56M | ﹤0.01% |
435,669
+272,704
| +167% | +$1.44M |
|
|
XRN
2396
Chiron Real Estate Inc
XRN
$535M
| $2.55M | ﹤0.01% |
77,139
+14,619
| +23% | +$514K |
|
2397
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
| $2.55M | ﹤0.01% |
55,588
+5,723
| +11% | +$273K |
|
2398
The Honest Company
HNST
$412M
| $2.55M | ﹤0.01% |
866,251
-37,362
| -4% | -$96.1K |
|
2399
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
| $2.54M | ﹤0.01% |
28,770
+3,134
| +12% | +$289K |
|
2400
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
| $2.52M | ﹤0.01% |
36,110
+2,366
| +7% | +$167K |
|
Similar funds
Fidelity Investments's Q1 2026 Portfolio in Review
As of Q1 2026, Fidelity Investments held 5,653 positions worth $1.9T, down 3.2% from $1.96T the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Fidelity Investments's Q1 2026 filing shows 254 new, 2,815 increased, 1,887 reduced and 242 closed positions. Its largest new stake was Forgent Power Solutions: 8,546,834 shares worth $250M. The largest sale was Berkshire Hathaway Class A, an estimated $5.57B.
By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 33% a quarter earlier, followed by Communication Services and Financials.
- Fidelity Investments's largest Q1 2026 buy was Forgent Power Solutions: 8,546,834 shares worth $250M.
- Fidelity Investments added most to Amazon in Q1 2026, an estimated $5.99B increase.
- Fidelity Investments's biggest Q1 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $5.57B.
- Fidelity Investments fully exited CyberArk in Q1 2026, selling an estimated $739M.
- Fidelity Investments's ten largest holdings make up 34% of its $1.9T portfolio in Q1 2026.
- Fidelity Investments opened 254 new positions and closed 242 in Q1 2026.
- Fidelity Investments's portfolio value fell 3.2% quarter-over-quarter to $1.9T.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.