UBS Group’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

UBS Group’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.95K	Buy	+433	New	+$7.61K	﹤0.01%	9356
2025 Q4	–	Sell	-704	Closed	-$12.5K	–	10701
2025 Q3	$12.5K	Sell	704 -975	-58%	-$15.6K	﹤0.01%	8437
2025 Q2	$24.9K	Sell	1,679 -1,832	-52%	-$24.8K	﹤0.01%	8300
2025 Q1	$45.8K	Buy	3,511 +185	+6%	+$2.55K	﹤0.01%	7661
2024 Q4	$44.4K	Buy	3,326 +3,315	+30,136%	+$45.5K	﹤0.01%	7375
2024 Q3	$155	Sell	11 -126	-92%	-$1.68K	﹤0.01%	9106
2024 Q2	$1.82K	Buy	+137	New	+$1.9K	﹤0.01%	8482
2024 Q1	–	Sell	-2,272	Closed	-$38.9K	–	9512
2023 Q4	$38.9K	Buy	2,272 +1,505	+196%	+$24K	﹤0.01%	6687
2023 Q3	$13.2K	Buy	+767	New	+$14.5K	﹤0.01%	6995
2023 Q2	–	Sell	-3,572	Closed	-$67.1K	–	9113
2023 Q1	$67.1K	Buy	+3,572	New	+$64.5K	﹤0.01%	6220
2022 Q4	–	Sell	-1,216	Closed	-$20K	–	10830
2022 Q3	$20K	Buy	+1,216	New	+$23.1K	﹤0.01%	7392
2022 Q2	–	Sell	-2,395	Closed	-$56K	–	10492
2022 Q1	$56K	Buy	2,395 +2,311	+2,751%	+$54.8K	﹤0.01%	6377
2021 Q4	$2K	Buy	+84	New	+$2.35K	﹤0.01%	9793

Other funds holding FDRV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Gould Capital Tacoma, Washington $177M AUM 17.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

UBS Group's FDRV Position: Q3 2026 in Review

UBS Group opened a new position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q3 2026: 433 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #9356 among its holdings. This is a return to the name: UBS Group previously reported a position in FDRV as recently as Q3 2025.

UBS Group first reported a position in FDRV in Q4 2021 and has held it in 13 quarters since. The position peaked at $67.1K in Q1 2023. 7 funds tracked by Wall St. Rank hold FDRV as of Q3 2026.

UBS Group held 433 shares of Fidelity Electric Vehicles and Future Transportation ETF worth $6.95K as of Q3 2026.
Fidelity Electric Vehicles and Future Transportation ETF was a new UBS Group position in Q3 2026.
Fidelity Electric Vehicles and Future Transportation ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9356 holding.
UBS Group first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q4 2021 and has held it in 13 quarters since.
UBS Group's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $67.1K in Q1 2023.
7 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.