SHP Wealth Management’s Fidelity Magellan ETF FMAG Stock Holding History

SHP Wealth Management’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Buy	+285	New	+$10.1K	﹤0.01%	966

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

SHP Wealth Management's FMAG Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Fidelity Magellan ETF (FMAG) in Q2 2026: 285 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings.

39 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

SHP Wealth Management held 285 shares of Fidelity Magellan ETF worth $10.5K as of Q2 2026.
Fidelity Magellan ETF was a new SHP Wealth Management position in Q2 2026.
Fidelity Magellan ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #966 holding.
39 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.