Pinnacle Associates’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Pinnacle Associates’s Portfolio FELC Stock Details FELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$495K	Buy	11,803 +3,432	+41%	+$139K	0.01%	689
2026 Q1	$304K	Hold	8,371	–	–	﹤0.01%	798
2025 Q4	$320K	Hold	8,371	–	–	﹤0.01%	771
2025 Q3	$312K	Hold	8,371	–	–	﹤0.01%	740
2025 Q2	$289K	Sell	8,371 -128	-2%	-$4.08K	﹤0.01%	742
2025 Q1	$265K	Buy	8,499 +1,014	+14%	+$33.4K	﹤0.01%	743
2024 Q4	$246K	Buy	+7,485	New	+$248K	﹤0.01%	764
2024 Q3	–	Sell	-7,485	Closed	-$229K	–	816
2024 Q2	$229K	Hold	7,485	–	–	﹤0.01%	749
2024 Q1	$221K	Buy	+7,485	New	+$210K	﹤0.01%	776

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Pinnacle Associates's FELC Position: Q2 2026 in Review

Pinnacle Associates increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 41% in Q2 2026, buying an estimated $139K and bringing the position to 11,803 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #689.

Pinnacle Associates first reported a position in FELC in Q1 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Pinnacle Associates held 11,803 shares of Fidelity Enhanced Large Cap Core ETF worth $495K as of Q2 2026.
Pinnacle Associates bought 3,432 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $139K.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #689 holding.
Pinnacle Associates first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.