Fidelity fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Fidelity fund
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Quarterly reported holdings in Fidelity fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 19k | 24.47 |
| 2025-06-30 | $373k | 16k | 23.29 |
| 2025-03-31 | $322k | 15k | 21.44 |
| 2024-12-31 | $284k | 15k | 19.50 |
| 2024-09-30 | $334k | 15k | 21.76 |
| 2024-06-30 | $292k | 14k | 20.31 |
| 2024-03-31 | $296k | 14k | 20.92 |
| 2023-12-31 | $296k | 14k | 20.60 |
| 2023-09-30 | $278k | 15k | 18.54 |
| 2023-06-30 | $283k | 15k | 19.20 |
| 2023-03-31 | $162k | 8.6k | 18.95 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory