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Fidelity fund shares owned by Holland Advisory Services

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Holland Advisory Services from 13F filings

Historical chart of Holland Advisory Services investment in Fidelity fund

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All positions including Fidelity fund held by Holland Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Holland Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.1M 184k 38.52

More positions owned by Holland Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
Dell Technologies CL C (DELL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Caterpillar (CAT)
Wal-Mart Stores (WMT)

View all positions for Holland Advisory Services

Top funds holding Fidelity fund

Commonwealth Equity Services
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Kingsview Wealth Management
Kestra Advisory Services
Holland Advisory Services
D.A. Davidson & Co.
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View all funds holding Fidelity fund