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&Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

&Partners’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Buy
94,578
+14,320
+18% +$629K 0.02% 634
2026
Q1 		$3.05M Buy
80,258
+22,393
+39% +$881K 0.02% 718
2025
Q4 		$2.05M Buy
57,865
+39,571
+216% +$1.48M 0.01% 845
2025
Q3 		$678K Buy
+18,294
New +$628K ﹤0.01% 1281

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's FESM Position: Q2 2026 in Review

&Partners increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 18% in Q2 2026, buying an estimated $629K and bringing the position to 94,578 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #634.

&Partners first reported a position in FESM in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • &Partners held 94,578 shares of Fidelity Enhanced Small Cap Core ETF worth $4.57M as of Q2 2026.
  • &Partners bought 14,320 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $629K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #634 holding.
  • &Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.