Fidelity Stocks Owned - New Portfolio
Fidelity Stocks Owned
Individual Investor
Ranked #493,482 out of 858,885 TipRanks' Investors
Success Rate
62 out of 155
profitable transactions
profitable transactions
Average Return
13.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.19%
6-Month Return▲ 10.11%
12-Month Return▲ 59.23%
YTD Return▲ 5.29%
Total Return▲ 78.92%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.86%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.86%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.27%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.33%
▲ 10.96%▲ 2.38%▲ 0.42%
▼ 3.68%▲ 0.19%▲ 1.88%
▼ 0.10%▲ 0.08%▲ 2.08%
▲ 4.06%▲ 1.47%▲ 5.86%
▼ 1.12%▼ 0.86%▲ 2.41%
▲ 0.60%▼ 4.94%▼ 6.86%
▲ 4.89%▲ 4.48%▲ 4.27%
Recent Activity
Star Gas Partners
―
▼ 3.91%
2
Close
Apr 11, 2026
Auna S.A. Class A
0.84%
0.00%
1
Open
Apr 11, 2026
Community Health
0.9%
0.00%
1
Open
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
0.91%
▼ 1.20%
3
Open
Feb 18, 2026
Universal Security Instruments
―
▼ 10.18%
2
Close
Feb 12, 2026
Plains All American
3.1%
▲ 38.59%
3
Open
Feb 05, 2026
InnovAge Holding
2.34%
▲ 9.77%
1
Open
Feb 05, 2026
Imperial Petroleum
0.61%
▲ 18.51%
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
―
▼ 11.58%
2
Close
Aug 29, 2025
Lexinfintech Holdings
―
▼ 3.36%
2
Close
Aug 29, 2025
Alignment Healthcare
2.92%
▲ 32.82%
2
Buy
Aug 22, 2025