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Stone House Investment Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Stone House Investment Management’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$516K Buy
7,111
+378
+6% +$28.6K 0.09% 40
2025
Q4 		$509K Buy
6,733
+7
+0.1% +$525 0.08% 43
2025
Q3 		$503K Hold
6,726
– – 0.08% 47
2025
Q2 		$468K Buy
6,726
+5,544
+469% +$362K 0.09% 46
2025
Q1 		$75.8K Buy
+1,182
New +$78.5K 0.02% 115
2020
Q1 		– Sell
-27,167
Closed -$1.02M – 34
2019
Q4 		$1.02M Buy
+27,167
New +$983K 0.75% 19

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Stone House Investment Management's FQAL Position: Q1 2026 in Review

Stone House Investment Management increased its Fidelity Quality Factor ETF (FQAL) stake by 5.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 7,111 shares worth $516K. The position accounts for 0.09% of the portfolio, ranked #40.

Stone House Investment Management first reported a position in FQAL in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2019. 148 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Stone House Investment Management held 7,111 shares of Fidelity Quality Factor ETF worth $516K as of Q1 2026.
  • Stone House Investment Management bought 378 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $28.6K.
  • Fidelity Quality Factor ETF made up 0.09% of Stone House Investment Management's portfolio in Q1 2026, its #40 holding.
  • Stone House Investment Management first reported a position in Fidelity Quality Factor ETF in Q4 2019 and has held it in 6 quarters since.
  • Stone House Investment Management's Fidelity Quality Factor ETF position peaked at $1.02M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.