Funds holding Fidelity Concord Street Trust
6 funds declare a position · 0 ETFs and 6 other funds · 8.8M $ · US3159116934
Other lines from the same issuer : Fidelity Concord Street Trust (US3159115373), Fidelity Concord Street Trust (US3159117437), Fidelity Concord Street Trust (US3159117502), FIDELITY INTERNATIONAL INDEX F FIDELITY INTL INDX (US3159117270), Fidelity Concord Street Trust (US3159127824), Fidelity Concord Street Trust (US3159114798), Fidelity Concord Street Trust (US3159114954), Fidelity Concord Street Trust (US3159116447), Fidelity Concord Street Trust (US3159114871)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fidelity Health Savings Index Fund Fidelity Charles Street Trust | 30,910 | 5.5M $ | 16.93 % | as of Mar 31, 2026 · Original filing |
| 2 | 85% Allocation Fund Fidelity Charles Street Trust | 6,862 | 1.2M $ | 60.24 % | as of Mar 31, 2026 · Original filing |
| 3 | 70% Allocation Fund Fidelity Charles Street Trust | 4,271 | 766.2K $ | 48.85 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Risk Parity Fund Fidelity Greenwood Street Trust | 3,406 | 674.2K $ | 4.22 % | as of Apr 30, 2026 · Original filing |
| 5 | 50% Allocation Fund Fidelity Charles Street Trust | 2,551 | 457.6K $ | 34.56 % | as of Mar 31, 2026 · Original filing |
| 6 | 30% Allocation Fund Fidelity Charles Street Trust | 454 | 81.5K $ | 20.51 % | as of Mar 31, 2026 · Original filing |
Institutional managers
4 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| IRONWOOD INVESTMENT MANAGEMENT LLC | 12,953 | 2.3M $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 8 | 1.6K $ | as of Mar 31, 2026 |
| Lester Murray Antman dba SimplyRich | 1,922 | 344 $ | as of Mar 31, 2026 |
| NEVILLE RODIE & SHAW INC | 1,871 | 336 $ | as of Mar 31, 2026 |