Harbor Asset Planning’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Buy	37,407 +3,451	+10%	+$128K	1.13%	23
2025 Q4	$1.24M	Buy	33,956 +11,789	+53%	+$424K	1.06%	27
2025 Q3	$801K	Buy	22,167 +2,900	+15%	+$103K	0.72%	37
2025 Q2	$663K	Buy	+19,267	New	+$620K	0.63%	41

Other funds holding FMDE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Asset Planning's FMDE Position: Q1 2026 in Review

Harbor Asset Planning increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 10% in Q1 2026, buying an estimated $128K and bringing the position to 37,407 shares worth $1.35M. The position accounts for 1.13% of the portfolio, ranked #23.

Harbor Asset Planning first reported a position in FMDE in Q2 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

Harbor Asset Planning held 37,407 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.35M as of Q1 2026.
Harbor Asset Planning bought 3,451 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $128K.
Fidelity Enhanced Mid Cap Core ETF made up 1.13% of Harbor Asset Planning's portfolio in Q1 2026, its #23 holding.
Harbor Asset Planning first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
258 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.