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Fidelity fund shares owned by KWB Wealth

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by KWB Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 11k 27.37

More positions owned by KWB Wealth

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Capital Group Core Balanced SHS (CGBL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for KWB Wealth

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