FSMD

Fidelity Small-mid Multifact

Latest period2026 - Q2Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 46 superinvestors own shares of Fidelity Small-mid Multifact (FSMD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Fidelity Small-mid Multifact (FSMD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Fidelity Small-mid Multifact (FSMD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Fidelity Small-mid Multifact (FSMD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Serena Grunenwald@Gen Financial Management, Inc.
Recent Activity
Decreased -1.96%
9.41%
$15.72M
297,441 shares@ 52.86 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Decreased -5.52%
0.08%
$9.77M
184,870 shares@ 52.85 avg price
Michael Howard@Appleton Partners Inc Ma
Recent Activity
New Position
0.54%
$8.774M
166,023 shares@ 52.85 avg price
Melissa Thompson@Bravera Wealth
Recent Activity
Increased 9.7%
3.35%
$8.719M
164,967 shares@ 52.86 avg price
Liz Manteau@Evergreen Private Wealth Llc
Recent Activity
Increased 1.31%
2.48%
$6.704M
126,854 shares@ 52.85 avg price
Joni Gall@Fortitude Financial, Llc
Recent Activity
Decreased -9.51%
3.78%
$4.201M
79,495 shares@ 52.85 avg price
Michael Smith@Emerald Advisors, Llc
Recent Activity
Increased 13.74%
0.43%
$3.412M
64,562 shares@ 52.86 avg price
Fernando Fussa@J.w. Cole Advisors, Inc.
Recent Activity
New Position
0.06%
$3.284M
62,141 shares@ 52.86 avg price
Timothy Gerlach@Novem Group
Recent Activity
Decreased -0.87%
0.31%
$3.049M
57,696 shares@ 52.86 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.48%
0.04%
$2.093M
39,609 shares@ 52.86 avg price

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