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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #524,654 out of 861,199 TipRanks' Investors
Success Rate
39%
61 out of 157
profitable transactions
Average Return
14.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return▲ 13.25%
12-Month Return▲ 43.95%
YTD Return▲ 6.45%
Total Return▲ 80.66%

Best Trade

Opened at
Closed at-
Gain▲ 781.99%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.53%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 2.68%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 7.06%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.00%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 2.14%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.27%
▼ 3.68%▲ 0.19%▲ 1.25%
▼ 0.10%▲ 0.08%▲ 2.56%
▲ 4.06%▲ 1.47%▲ 5.53%
▼ 1.33%▼ 0.86%▲ 2.68%
▲ 0.52%▼ 4.94%▼ 7.06%
▲ 16.06%▲ 10.51%▲ 8.00%
▲ 2.08%▼ 0.09%▼ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Community Health
▼ 18.63%
2
Close
Apr 23, 2026
Auna S.A. Class A
▼ 3.83%
2
Close
Apr 16, 2026
Star Gas Partners
▼ 4.06%
2
Close
Apr 11, 2026
Galiano Gold
▲ 13.93%
3
Close
Mar 11, 2026
Rithm Capital
▲ 31.55%
2
Close
Mar 03, 2026
Mizuho Financial
▼ 10.08%
2
Close
Feb 26, 2026
Ambev SA
0.84%
▼ 5.96%
3
Open
Feb 18, 2026
Universal Security Instruments
▼ 10.18%
2
Close
Feb 12, 2026
Plains All American
3.3%
▲ 41.86%
3
Open
Feb 05, 2026
InnovAge Holding
2.38%
▲ 9.37%
1
Open
Feb 05, 2026
Imperial Petroleum
0.73%
▲ 29.83%
3
Open
Feb 03, 2026
Blue Owl Capital
▲ 27.33%
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
▼ 0.30%
2
Close
Sep 30, 2025
FinVolution Group
▼ 11.57%
2
Close
Aug 29, 2025
Lexinfintech Holdings
▼ 3.37%
2
Close
Aug 29, 2025
Alignment Healthcare
2.8%
▲ 24.78%
2
Buy
Aug 22, 2025