Steward Partners Investment Advisory’s Fidelity Magellan ETF FMAG Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-119	Closed	-$3.76K	–	4739
2026 Q1	$3.76K	Sell	119 -58	-33%	-$1.95K	﹤0.01%	3885
2025 Q4	$6.04K	Hold	177	–	–	﹤0.01%	3629
2025 Q3	$6.23K	Hold	177	–	–	﹤0.01%	3581
2025 Q2	$6.07K	Hold	177	–	–	﹤0.01%	3406
2025 Q1	$5.15K	Hold	177	–	–	﹤0.01%	3373
2024 Q4	$5.48K	Hold	177	–	–	﹤0.01%	3333
2024 Q3	$5.42K	Sell	177 -1	-0.6%	-$30	﹤0.01%	3160
2024 Q2	$5.28K	Hold	178	–	–	﹤0.01%	3024
2024 Q1	$5K	Hold	178	–	–	﹤0.01%	3045
2023 Q4	$4.29K	Hold	178	–	–	﹤0.01%	3020
2023 Q3	$3.79K	Buy	+178	New	+$3.91K	﹤0.01%	2915

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

Steward Partners Investment Advisory's FMAG Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Fidelity Magellan ETF (FMAG) in Q2 2026, closing a stake of 119 shares — an estimated $3.76K sold.

Steward Partners Investment Advisory first reported a position in FMAG in Q3 2023 and held it in 11 quarters. The position peaked at $6.23K in Q3 2025. 39 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Fidelity Magellan ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 119 Fidelity Magellan ETF shares in Q2 2026, an estimated $3.76K.
Steward Partners Investment Advisory first reported a position in Fidelity Magellan ETF in Q3 2023 and held it in 11 quarters.
Steward Partners Investment Advisory's Fidelity Magellan ETF position peaked at $6.23K in Q3 2025.
39 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.