SWP
FESM icon

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

Sagespring Wealth 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
Q1 		$810K Sell
21,329
-302,291
-93% -$11.9M 0.01% 378
2025
Q4 		$12.2M Buy
323,620
+9,537
+3% +$356K 0.22% 65
2025
Q3 		$11.5M Buy
314,083
+16,293
+5% +$560K 0.22% 62
2025
Q2 		$9.53M Buy
+297,790
New +$8.85M 0.21% 63

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sagespring Wealth Partners's FESM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 93% in Q1 2026, selling an estimated $11.9M and leaving 21,329 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #378.

Sagespring Wealth Partners first reported a position in FESM in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.2M in Q4 2025. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Sagespring Wealth Partners held 21,329 shares of Fidelity Enhanced Small Cap Core ETF worth $810K as of Q1 2026.
  • Sagespring Wealth Partners sold 302,291 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $11.9M.
  • Fidelity Enhanced Small Cap Core ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #378 holding.
  • Sagespring Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Fidelity Enhanced Small Cap Core ETF position peaked at $12.2M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.