William Blair & Company
FDMO icon

William Blair & Company’s Fidelity Momentum Factor ETF FDMO Stock Holding History

William Blair & Company’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Buy
220
+214
+3,567% +$19.7K ﹤0.01% 1848
2026
Q1 		$504 Hold
6
– – ﹤0.01% 1915
2025
Q4 		$528 Buy
+6
New +$501 ﹤0.01% 1860

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KAS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

William Blair & Company's FDMO Position: Q2 2026 in Review

William Blair & Company increased its Fidelity Momentum Factor ETF (FDMO) stake by 3,567% in Q2 2026, buying an estimated $19.7K and bringing the position to 220 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

William Blair & Company first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • William Blair & Company held 220 shares of Fidelity Momentum Factor ETF worth $21.7K as of Q2 2026.
  • William Blair & Company bought 214 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $19.7K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1848 holding.
  • William Blair & Company first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.