GIA
FMAG icon

GHP Investment Advisors’s Fidelity Magellan ETF FMAG Stock Holding History

GHP Investment Advisors’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-471
Closed -$16.1K – 1447
2025
Q4 		$16.1K Hold
471
– – ﹤0.01% 678
2025
Q3 		$16.6K Hold
471
– – ﹤0.01% 653
2025
Q2 		$16.2K Hold
471
– – ﹤0.01% 660
2025
Q1 		$13.7K Hold
471
– – ﹤0.01% 650
2024
Q4 		$14.6K Hold
471
– – ﹤0.01% 646
2024
Q3 		$14.4K Hold
471
– – ﹤0.01% 671
2024
Q2 		$14K Hold
471
– – ﹤0.01% 644
2024
Q1 		$13.2K Hold
471
– – ﹤0.01% 630
2023
Q4 		$11.4K Hold
471
– – ﹤0.01% 638
2023
Q3 		$10.3K Sell
471
-471
-50% -$10.4K ﹤0.01% 695
2023
Q2 		$20.6K Buy
+942
New +$19.3K ﹤0.01% 582

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

GHP Investment Advisors's FMAG Position: Q1 2026 in Review

GHP Investment Advisors sold out of Fidelity Magellan ETF (FMAG) in Q1 2026, closing a stake of 471 shares — an estimated $16.1K sold.

GHP Investment Advisors first reported a position in FMAG in Q2 2023 and held it in 11 quarters. The position peaked at $20.6K in Q2 2023. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • GHP Investment Advisors reported no remaining Fidelity Magellan ETF position as of Q1 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 471 Fidelity Magellan ETF shares in Q1 2026, an estimated $16.1K.
  • GHP Investment Advisors first reported a position in Fidelity Magellan ETF in Q2 2023 and held it in 11 quarters.
  • GHP Investment Advisors's Fidelity Magellan ETF position peaked at $20.6K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.