FQAL — FIDELITY

Ownership history in LVZ, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FIDELITY (FQAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.56% (2021 Q2)
Avg. % of fund
0.35%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 25,307 -640 -2.5% 0.21% $1.9M $74.50
2025 Q2 REDUCED 25,947 -1,968 -7.0% 0.22% $1.8M $69.23
2024 Q4 REDUCED 27,915 -3,464 -11.0% 0.23% $1.8M $64.65
2024 Q3 REDUCED 31,379 -4,578 -12.7% 0.26% $2.0M $63.89
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FQAL price (monthly, adj. close)

Other funds also holding FQAL

As of 2025 Q4 — sorted by position size

High Probability Advisors, LLC 3.12% Orgel Wealth Management, LLC 3Y 7Y 1.52% Sequent Asset Management, LLC 3Y 7Y 1.08% OmniStar Financial Group, Inc. 3Y 7Y 1.0% Madden Advisory Services, Inc. 3Y 7Y 0.99% Keystone Wealth Services, LLC 3Y 0.82% SMITH CHAS P & ASSOCIATES PA CPAS 3Y 7Y 0.72% Sunbelt Securities, Inc. 3Y 7Y 0.55% UNIQUE WEALTH, LLC 3Y 0.46% Silver Grove Financial Group, Inc. 0.27%
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