Jim Simons’s Fidelity High Dividend ETF FDVV Stock Holding History

Jim Simons’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
2025 Q4	–	Sell	-90,800	Closed	-$5.06M	–	3394
2025 Q3	$5.06M	Buy	90,800 +32,200	+55%	+$1.75M	0.01%	1487
2025 Q2	$3.05M	Buy	+58,600	New	+$2.88M	﹤0.01%	1833
2024 Q3	–	Sell	-28,000	Closed	-$1.31M	–	3638
2024 Q2	$1.31M	Sell	28,000 -18,002	-39%	-$823K	﹤0.01%	2161
2024 Q1	$2.08M	Buy	+46,002	New	+$2M	﹤0.01%	2005
2022 Q4	–	Sell	-8,400	Closed	-$277K	–	4193
2022 Q3	$277K	Buy	+8,400	New	+$312K	﹤0.01%	3248
2022 Q2	–	Sell	-14,600	Closed	-$608K	–	4328
2022 Q1	$608K	Sell	14,600 -13,500	-48%	-$545K	﹤0.01%	3057
2021 Q4	$1.13M	Buy	28,100 +17,700	+170%	+$693K	﹤0.01%	2552
2021 Q3	$385K	Buy	+10,400	New	+$396K	﹤0.01%	2992

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Jim Simons's FDVV Position: Q4 2025 in Review

Jim Simons sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 90,800 shares — an estimated $5.06M sold.

Jim Simons first reported a position in FDVV in Q3 2021 and held it in 8 quarters. The position peaked at $5.06M in Q3 2025. 451 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

Jim Simons reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 90,800 Fidelity High Dividend ETF shares in Q4 2025, an estimated $5.06M.
Jim Simons first reported a position in Fidelity High Dividend ETF in Q3 2021 and held it in 8 quarters.
Jim Simons's Fidelity High Dividend ETF position peaked at $5.06M in Q3 2025.
451 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.