UBS Group’s Fidelity Women's Leadership ETF FDWM Stock Holding History

UBS Group’s Portfolio FDWM Stock Details FDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$22	–	10419
2025 Q1	$22	Sell	1 -55	-98%	-$1.27K	﹤0.01%	10084
2024 Q4	$1.29K	Buy	+56	New	+$1.31K	﹤0.01%	9272
2023 Q4	–	Sell	-20	Closed	-$360	–	9473
2023 Q3	$360	Buy	20 +10	+100%	+$190	﹤0.01%	8551
2023 Q2	$190	Buy	+10	New	+$181	﹤0.01%	8409
2023 Q1	–	Sell	-18	Closed	-$303	–	9806
2022 Q4	$303	Hold	18	–	–	﹤0.01%	10258
2022 Q3	$0	Buy	+18	New	+$304	﹤0.01%	10506

Other funds holding FDWM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's FDWM Position: Q2 2025 in Review

UBS Group sold out of Fidelity Women's Leadership ETF (FDWM) in Q2 2025, closing a stake of 1 share — an estimated $22 sold.

UBS Group first reported a position in FDWM in Q3 2022 and held it in 6 quarters. The position peaked at $1.29K in Q4 2024. 3 funds tracked by Wall St. Rank hold FDWM as of Q2 2025.

UBS Group reported no remaining Fidelity Women's Leadership ETF position as of Q2 2025 after selling out during the quarter.
UBS Group sold 1 Fidelity Women's Leadership ETF share in Q2 2025, an estimated $22.
UBS Group first reported a position in Fidelity Women's Leadership ETF in Q3 2022 and held it in 6 quarters.
UBS Group's Fidelity Women's Leadership ETF position peaked at $1.29K in Q4 2024.
3 funds tracked by Wall St. Rank held Fidelity Women's Leadership ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.