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Fidelity Stocks Owned - New Portfolio
Fidelity Stocks Owned
Individual Investor
Ranked #501,072 out of 832,867 TipRanks' Investors
Success Rate
56 out of 146
profitable transactions
profitable transactions
Average Return
14.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.74%
6-Month Return▲ 18.06%
12-Month Return▲ 43.06%
YTD Return▲ 44.90%
Total Return▲ 67.21%
Best Trade
Bio
Performance
14.91%0-14.91%
▲ 11.63%
▲ 6.28%
▲ 14.91%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.94%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.66%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.09%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.42%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.77%
Nov 2025
▼ 1.55%
▼ 0.66%
▲ 0.54%
Dec 2025
▲ 11.63%▲ 6.28%▲ 14.91%
▲ 9.25%▲ 5.14%▲ 5.94%
▲ 7.60%▲ 2.30%▲ 1.66%
▲ 2.76%▲ 2.05%▲ 5.09%
▲ 12.88%▲ 3.56%▲ 3.33%
▲ 10.96%▲ 2.38%▲ 0.42%
▼ 3.57%▲ 0.19%▲ 1.77%
▼ 1.55%▼ 0.66%▲ 0.54%
Recent Activity
Blue Owl Capital
―
▲ 27.34%
2
Close
Nov 12, 2025
Pitney Bowes
―
▼ 11.08%
2
Close
Oct 30, 2025
Hudson Tech
―
▼ 12.39%
4
Close
Oct 22, 2025
Garrett Motion
―
▼ 2.19%
2
Close
Oct 22, 2025
thredUP
―
▲ 220.34%
2
Close
Sep 30, 2025
Medallion Financial
―
▼ 0.29%
2
Close
Sep 30, 2025
FinVolution Group
―
▼ 11.58%
2
Close
Aug 29, 2025
Lexinfintech Holdings
―
▼ 3.36%
2
Close
Aug 29, 2025
Alignment Healthcare
3.04%
▲ 29.77%
2
Buy
Aug 22, 2025
ASE Technology Holding Co
―
▲ 96.72%
2
Close
Aug 15, 2025
Plains GP Holdings
―
▲ 73.63%
2
Close
Aug 15, 2025
Nu Holdings
―
▲ 167.89%
2
Close
Aug 15, 2025
KeyCorp
―
▲ 33.14%
2
Close
Aug 15, 2025
Banco Bradesco SA
―
▼ 7.52%
2
Close
Jul 18, 2025
Cricut Inc
―
▲ 0.84%
2
Close
Jul 10, 2025
Banco Santander SA
1.75%
▲ 14.88%
3
Open
Jul 02, 2025
Lloyds Banking
1.56%
▲ 18.03%
4
Buy
Jun 26, 2025
Enel Chile SA
―
▲ 18.84%
4
Close
Apr 08, 2025
Himax Technologies
―
▼ 4.82%
2
Close
Apr 02, 2025
Stabilis Solutions
―
▼ 9.91%
4
Close
Mar 04, 2025