FSTA β€” FIDELITY COVINGTON TRUST

Ownership history in Grant/GrossMendelsohn, LLC  Β·  1 quarter on record

AI Ownership Summary

Grant/GrossMendelsohn, LLC reported FIDELITY COVINGTON TRUST (FSTA) in 1 quarterly 13F filing from 2025 Q1 through 2025 Q1. Peak portfolio weight reached 1.65% in 2025 Q1. The latest visible filing shows FSTA at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grant/GrossMendelsohn, LLC's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

FSTA was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grant/GrossMendelsohn, LLC held FSTA β€” position size vs. price
% of Fund (quarterly)    FSTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 INITIATED 58,233 β€” β€” 1.65% $3.0M 2025-05-15 (Est.) $50.21

FAQ About Grant/GrossMendelsohn, LLC and FSTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grant/GrossMendelsohn, LLC reported owning FSTA?

Grant/GrossMendelsohn, LLC reported FSTA across 1 quarterly 13F filings, from 2025 Q1 through 2025 Q1.

What was the largest reported FSTA position in Grant/GrossMendelsohn, LLC's portfolio?

The largest reported portfolio weight for FSTA was 1.65% in 2025 Q1.

What is the latest reported FSTA position on this page?

The most recent filing on this page is 2025 Q1, when Grant/GrossMendelsohn, LLC reported 58,233 shares, equal to 1.65% of portfolio, with an estimated market value of $3.0M.

What does the chart on this FSTA ownership page compare?

The chart compares Grant/GrossMendelsohn, LLC's quarterly FSTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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