Harbor Asset Planning’s Fidelity High Dividend ETF FDVV Stock Holding History

Harbor Asset Planning’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.37M	Buy	22,526 +129	+0.6%	+$8.08K	1.03%	29
2026 Q2	$1.35M	Sell	22,397 -427	-2%	-$25.4K	1.01%	29
2026 Q1	$1.26M	Buy	22,824 +182	+0.8%	+$10.5K	1.06%	26
2025 Q4	$1.28M	Buy	22,642 +18,458	+441%	+$1.04M	1.1%	23
2025 Q3	$233K	Buy	4,184 +29	+0.7%	+$1.58K	0.21%	82
2025 Q2	$216K	Buy	+4,155	New	+$204K	0.21%	83

Other funds holding FDVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's FDVV Position: Q3 2026 in Review

Harbor Asset Planning increased its Fidelity High Dividend ETF (FDVV) stake by 0.58% in Q3 2026, buying an estimated $8.08K and bringing the position to 22,526 shares worth $1.37M. The position accounts for 1.03% of the portfolio, ranked #29.

Harbor Asset Planning first reported a position in FDVV in Q2 2025 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Harbor Asset Planning held 22,526 shares of Fidelity High Dividend ETF worth $1.37M as of Q3 2026.
Harbor Asset Planning bought 129 Fidelity High Dividend ETF shares in Q3 2026, an estimated $8.08K.
Fidelity High Dividend ETF made up 1.03% of Harbor Asset Planning's portfolio in Q3 2026, its #29 holding.
Harbor Asset Planning first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
414 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.