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Fidelity msci matls index shares owned by Caldwell Trust

Quarter-by-quarter ownership of Fidelity msci matls index (FMAT) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Fidelity msci matls index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci matls index held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci matls index by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 500 52.43

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Fidelity msci matls index

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Kovitz Investment Group Partners
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Envestnet Asset Management
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Peak Financial Management

View all funds holding Fidelity msci matls index