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Fidelity fund shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $292k 11k 27.37

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Core S&p500 Etf (IVV)
Tcw Etf Trust Transform System (PWRD)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Eafe Value Etf (EFV)
Ab Active Etfs Emerging Mkts Op (EMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Etf (IWB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)

View all positions for Sagespring Wealth Partners

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