Lodestone Wealth Management »

Fidelity fund shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $16k 413 38.05

More positions owned by Lodestone Wealth Management

Capital Group Core Plus Income Etf Etf (CGCP)
Apple Stock (AAPL)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Nvidia Corporation Stock (NVDA)
Amgen Stock (AMGN)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Merck & Co Stock (MRK)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Morningstar Value Etf Etf (VTV)

View all positions for Lodestone Wealth Management

Top funds holding Fidelity fund

Commonwealth Equity Services
FMR
Advisor Group Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Summit Wealth Group Llc / Co
Envestnet Asset Management
Concurrent Investment Advisors
Royal Bank of Canada
Holland Advisory Services
Kestra Advisory Services
D.A. Davidson & Co.
OmniStar Financial Group
Jpmorgan Chase & Co

View all funds holding Fidelity fund