Fidelity Investments.
US American multinational financial services corporation
- Reports this week
- 3
- Active events
- 2
- Connections
- 153
What's happening
Active this week
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PSN is integrating major retirement account providers, including Fidelity Investments, Alight Solutions, and Vanguard, into a new system.Some support1 report
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The White House announced a Trump Account program, prompting commentary from Fidelity and academics regarding its economic and political implications.Some support1 report
Earlier this month
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Financial firms like Merrill, LPL, and Focus Financial Partners are leveraging assets to serve RIAs, with Focus using Fidelity as a custodian.Some support2 reports
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Fidelity Investments is showing increased bullishness on Canada and managing funds for Canadian investors.Some support1 report
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Life Time is expanding its presence in Greater Boston, opening a club near Fidelity Investments' new headquarters.Some support2 reports
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Several major financial firms, including Fidelity, Vanguard, Robinhood, Charles Schwab, and Morgan Stanley, are being used by investors.Some support2 reports
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Fidelity Investments is headquartered in Boston.Some support1 report1 development inside
One to three months ago
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Abigail Johnson is CEO of Fidelity Investments, and wealthy individuals are from Massachusetts.Some support1 report
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Major institutional investors, including BlackRock, Fidelity, and Baron Capital, hold shares of SpaceX.Well supported3 reports1 development inside
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Fidelity Investments manages the Fidelity Dividend Growth Fund, which is focused on capital appreciation.Some support1 report
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Geopolitical conflict in the Middle East is causing market sentiment shifts and impacting the fund performance of Fidelity Investments.Some support1 report
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Fidelity Investments and Vanguard Group Inc. both contribute to the market knowledge base.Some support1 report
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Fidelity Investments is involved with dtc in establishing electronic securities lending standards.Some support1 report
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Fidelity, Vanguard, and BlackRock integrated their respective models into Tailored Allocation Portfolios on September 1, 2026.Some support2 reports1 development inside
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BlackRock, Envestnet, and Fidelity Investments are offering third-party provider services through the Orion platform.Some support1 report
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Fidelity Investments serves as the platform for 401(k) accounts.Some support3 reports
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Vice president of Fidelity Investments commented on the firm's recent findings.Some support2 reports
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CNBC is reporting on financial strain data involving Fidelity Investments.Some support3 reports
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Fidelity Investments and Schwab are tightening access to long-short SMAs.Some support1 report
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Fidelity Investments, BlackRock, and Apollo Global Management are developing model portfolios that incorporate private alternatives.Some support1 report1 development inside
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Northern Kentucky is attracting major companies like Amazon and Fidelity Investments.Some support1 report1 development inside
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Fidelity Investments is tracking rising college costs and student debt levels within the higher education market.Some support9 reports
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Fidelity Investments is identified as an outside vendor providing clearing and custody services.Some support1 report
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Fidelity Investments and SoFi are both recognized as top-rated financial services providers.Some support1 report
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Firms including Schwab Center, Fidelity, and Vanguard discussed retirement savings trends, with a new study on Gen Z readiness.Some support3 reports
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Fidelity Investments director highlighted Treasury yield dynamics.Some support1 report
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Township promotes local businesses through initiatives involving Jim Schulte and Fidelity Investments.Some support1 report
Gone quiet
No new reports in 90+ days-
Steve Mann joined Fidelity Investments as a senior vice president on July 28, 2026.Some support1 report
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In 2009, Fidelity Investments utilized YouTube as a platform to host and distribute finance-related content.Some support1 report
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Fidelity ETFs have been de-listed from the Toronto Stock Exchange.Some support3 reports
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Fidelity Investments released estimates regarding out-of-pocket healthcare expenses for Medicare retirees.Well supported6 reports
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Fidelity's charitable arm provides funding to the advocacy group Compassion & Choices.Some support1 report
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Mitra has been appointed CEO of Welltower, leveraging a background that includes starting his career at Fidelity and earning an MBA from Columbia Business School.Some support4 reports
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Claims about market gains during Trump's potential second term were made in a speech regarding economic claims.Some support2 reports
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Fidelity Investments and Wealthfront are competing in the custodial investment market.Some support1 report
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Ramona Persaud is a portfolio manager at Fidelity Investments, and Barclay leads a dividend income strategy.Some support2 reports
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Fidelity Investments hired Justin Danfield as ETF Strategist and Elise Randazzo as Portfolio Manager.Some support1 report
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Fidelity Investments Canada ULC announced distributions in Toronto.Some support2 reports
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A conference was held in Chicago on June 17th involving portfolio managers from two large asset management firms, Fidelity Investments and Columbia Threadneedle Investments.Some support1 report
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Chandler Riggs has been appointed Vice President and financial consultant at Fidelity Investments.Well supported3 reports
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Stephen Peters, who previously worked at Fidelity Investments, is now driving the national growth strategy for ASN, which is based in Atlanta, GA.Some support1 report
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A retail broker facilitated IPO share purchases and underwrote the IPO via E*TRADE platform.Some support1 report
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Fidelity Investments divested a 1.3% stake in Meesho as of January 1, 2026.Some support1 report
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Fidelity Investments is distributing shares for the SpaceX IPO.Some support1 report
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Fidelity Investments and Bristol Myers Squibb are utilizing the ModelOp platform to accelerate innovation, which is led by Jim Olsen as CTO.Some support1 report
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Fidelity Investments, Federated Hermes, and Apollo are involved in a tokenization rollout, supporting market democratization alongside OpenAI.Some support1 report
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Fidelity Investments is involved in the shareholding structure of Carriage Services, Inc., which also involves BlackRock and The Vanguard Group, Inc. Carlos Quezada is the company's CEO.Speculative1 report
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Artal Group S.A. acquired a significant stake in a company, holding 48% of shares, with BlackRock and other investors also involved.Speculative1 report
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Fidelity Growth Strategies Fund highlighted Verisk Analytics as a stock holding in its investor letter on July 2, 2025.Speculative1 report
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Fidelity Investments, The Walt Disney Co., and the SECURE 2.0 Act are involved in initiatives addressing student loan debt.Speculative1 report
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Fidelity Growth Strategies Fund highlighted Coherent Corp. stock on July 3, 2025.Speculative1 report
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Fidelity Growth Strategies Fund highlighted Cloudflare stock on July 3, 2025.Speculative1 report
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FMR LLC is the largest shareholder of Viking Therapeutics.Some support1 report
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Institutional investors, including Fidelity Investments, control 84% of Marvell Technology.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Fidelity Investments
Events traced to Fidelity Investments, step by step, newest first- Retirement drift and low engagement may force Fidelity to improve servicesFidelity Investments may need to enhance retirement services to counter documented client driftPossible
- Fidelity Investments may gain exposure to Indian tech growth via Jio Platforms listingFidelity Investments may gain exposure to Indian tech growth via Jio Platforms listingPossible
- Vanguard study may prompt Fidelity to rethink investment strategiesFidelity Investments may need to adjust strategies following Vanguard's investment studyPossible
- Increased competition may prompt Fidelity to adjust Treasury offeringsIncreased competition may prompt Fidelity to adjust its Treasury offeringsPossible
- Fidelity Investments may shift focus as AI winners changeFidelity Investments may adjust strategies amid shift away from mega-cap techPossible
- Investing focus may boost Fidelity's demand for financial productsFidelity Investments may benefit from growing demand for investment productsLikely
See all 8 explainers
- Multi-custodian IRA complexity may drive clients toward FidelityFidelity may benefit if clients consolidate accounts to avoid RMD tax trapsPossible
- Fed rate hikes may shift Fidelity's AUM and investment strategyFidelity Investments may face shifts in AUM and competitive positioning due to Fed rate hikes.Possible
Explainers that pass through Fidelity Investments
Fidelity Investments is a step on the way to someone elseAround Fidelity Investments this week
News at the entities that move Fidelity Investments most-
SpaceX StructuralSpaceX discussed donating stock to Trump Accounts, with companies agreeing to match employee donations.Moves Fidelity Investments
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Medicare StructuralAn auction took place in New York involving Medicare.Moves Fidelity Investments
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Vanguard OperationalVanguard and EMpower both administer retirement plans for retirees.Moves Fidelity Investments
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Nasdaq OperationalUnited-Guardian began trading on the Nasdaq stock exchange.Moves Fidelity Investments
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BlackRock OperationalAdvisors are reportedly concerned about losing clients to larger financial institutions.Moves Fidelity Investments
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Middle East Shared contextJetBlue Airways purchased oil-based jet fuel while Masoud Pezeshkian spoke from Tehran amid a Middle East peace deal.Moves Fidelity Investments
Connections
The 40 strongest of 153, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Chandra Structural
Chandra was employed by Fidelity Investments.
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SpaceX Structural
Fidelity Investments holds a significant institutional stake in SpaceX, participating in its IPO and benefiting from its operations.
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Jio Platforms Transactional
Fidelity Investments participated in and invested in the Jio Platforms Initial Public Offering.
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Vanguard Operational
Both firms actively compete in the financial services market by providing similar investment products and benchmarks to investors.
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Abigail Johnson Structural
Abigail Johnson serves as the CEO of Fidelity Investments.
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Medicare Structural
Fidelity's financial planning and cost estimates for retirees are dependent on the coverage and policy framework of Medicare.
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Chandler Riggs Structural
Chandler Riggs holds the formal role of Vice President and financial consultant for Fidelity Investments.
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Jumbo Structural
Fidelity Investments increased its indirect voting rights, establishing a structural control relationship over Jumbo.
Show all 40 connections
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Nasdaq Operational
Fidelity utilizes Nasdaq as a market venue, and market performance directly impacts the gains of Fidelity's managed retirement accounts.
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Focus Financial Partners Structural
Focus Financial Partners operates as a subsidiary utilizing Fidelity Investments for custodial services.
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BlackRock Operational
The two firms actively compete in the financial services market by offering similar financial planning benchmarks and developing model portfolios with alternatives.
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Orion Structural
Fidelity Investments provides specialized financial management services and tailored allocation portfolios for Orion.
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Wealthfront Operational
The two companies are actively competing for market share within the custodial investment sector.
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Envestnet Structural
The two companies maintain an ongoing partnership where Envestnet provides specialized third-party services and model portfolio management for Fidelity Investments.
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Ramona Persaud Structural
Ramona Persaud holds the role of portfolio manager at Fidelity Investments.
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Robert Citrone Transactional
Robert Citrone was previously employed by Fidelity Investments as a portfolio manager.
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Donald Trump Operational
Fidelity Investments actively tracks and comments on Donald Trump's claims regarding financial market performance.
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Aspen Operational
Aspen's technology platform is functionally integrated with Fidelity Investments' custodial infrastructure.
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Depository Trust & Clearing Corporation Structural
Fidelity Investments provides backing and support for Depository Trust & Clearing Corporation services.
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MarketWatch Operational
MarketWatch receives and reports data originating from Fidelity Investments.
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Christine Benz Operational
The evidence suggests both entities are viewed as competitors within the financial services market by offering benchmarks.
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Steve Mann Structural
Steve Mann serves as a senior vice president within Fidelity Investments.
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Charles Schwab Operational
Both Charles Schwab and Fidelity Investments actively compete in the brokerage and asset management sectors, including adopting new fee structures.
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dtc Operational
The two entities are actively collaborating on the establishment of electronic securities lending standards.
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Lime Structural
Fidelity Investments holds shares in Lime, establishing an ownership relationship.
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EMpower Operational
Empower references Fidelity's income guidelines, indicating operational influence from Fidelity's standards.
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Middle East Shared context
Fidelity operates in a global market context where the geopolitical risks and turbulence of the Middle East are significant external factors impacting fund performance.
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Toronto Stock Exchange Transactional
Fidelity ETFs are de-listing from the Toronto Stock Exchange.
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CBS News Operational
Fidelity Investments leverages CBS News as a platform to distribute its findings and expert commentary on fund performance.
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YouTube Structural
Fidelity utilized YouTube's platform to host and distribute financial investment content.
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Bitcoin Operational
Fidelity utilizes market factors, including Bitcoin, as part of its operational scope.
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PSN Structural
Fidelity Investments is included as a major retirement account company within the PSN platform.
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Meesho Transactional
Fidelity Investments divested its 1.3 per cent stake in Meesho on June 10, 2026.
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Compassion & Choices Transactional
Fidelity Investments provides financial funding to the advocacy group Compassion & Choices.
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CNBC Mentioned together
CNBC reports on and cites financial statements and trends related to Fidelity Investments.
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U.S. Treasury Mentioned together
Fidelity Investments highlighted the dynamics of U.S. Treasury yields.
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Northern Kentucky Shared context
Fidelity Investments operates within the geographic region of Northern Kentucky.
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Jim Schulte Shared context
The relationship is described as operating within a context where a township promotes local businesses.
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Reuters Mentioned together
Reuters, as a global news agency, reports on the investment strategies and market activities of Fidelity Investments.
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FED Mentioned together
The FED releases reports detailing information related to 401(k) plan accounts, which are managed by Fidelity Investments.
History
Events by the month they beganNovember 2026
1 eventOctober 2026
5 events- The White House announced a Trump Account program, prompting commentary from Fidelity and academics regarding its economic and political implications.
- Financial firms like Merrill, LPL, and Focus Financial Partners are leveraging assets to serve RIAs, with Focus using Fidelity as a custodian.
- Fidelity Investments is showing increased bullishness on Canada and managing funds for Canadian investors.
- Life Time is expanding its presence in Greater Boston, opening a club near Fidelity Investments' new headquarters.
- Several major financial firms, including Fidelity, Vanguard, Robinhood, Charles Schwab, and Morgan Stanley, are being used by investors.
September 2026
11 events- Abigail Johnson is CEO of Fidelity Investments, and wealthy individuals are from Massachusetts.
- Fidelity Investments manages the Fidelity Dividend Growth Fund, which is focused on capital appreciation.
- Geopolitical conflict in the Middle East is causing market sentiment shifts and impacting the fund performance of Fidelity Investments.
- Fidelity Investments and Vanguard Group Inc. both contribute to the market knowledge base.
- Fidelity Investments is involved with dtc in establishing electronic securities lending standards.
- Fidelity, Vanguard, and BlackRock integrated their respective models into Tailored Allocation Portfolios on September 1, 2026.
- BlackRock, Envestnet, and Fidelity Investments are offering third-party provider services through the Orion platform.
- Fidelity Investments serves as the platform for 401(k) accounts.
- Vice president of Fidelity Investments commented on the firm's recent findings.
- CNBC is reporting on financial strain data involving Fidelity Investments.
- Fidelity Investments and Schwab are tightening access to long-short SMAs.
Show 3 earlier months
August 2026
8 events- Fidelity Investments, BlackRock, and Apollo Global Management are developing model portfolios that incorporate private alternatives.
- Northern Kentucky is attracting major companies like Amazon and Fidelity Investments.
- Fidelity Investments is tracking rising college costs and student debt levels within the higher education market.
- Fidelity Investments is identified as an outside vendor providing clearing and custody services.
- Fidelity Investments and SoFi are both recognized as top-rated financial services providers.
- Firms including Schwab Center, Fidelity, and Vanguard discussed retirement savings trends, with a new study on Gen Z readiness.
- Fidelity Investments director highlighted Treasury yield dynamics.
- Township promotes local businesses through initiatives involving Jim Schulte and Fidelity Investments.
July 2026
5 events- Fidelity Investments is headquartered in Boston.
- Steve Mann joined Fidelity Investments as a senior vice president on July 28, 2026.
- In 2009, Fidelity Investments utilized YouTube as a platform to host and distribute finance-related content.
- Fidelity ETFs have been de-listed from the Toronto Stock Exchange.
- Fidelity Investments released estimates regarding out-of-pocket healthcare expenses for Medicare retirees.
June 2026
24 events- Major institutional investors, including BlackRock, Fidelity, and Baron Capital, hold shares of SpaceX.
- Fidelity's charitable arm provides funding to the advocacy group Compassion & Choices.
- Mitra has been appointed CEO of Welltower, leveraging a background that includes starting his career at Fidelity and earning an MBA from Columbia Business School.
- Claims about market gains during Trump's potential second term were made in a speech regarding economic claims.
- Fidelity Investments and Wealthfront are competing in the custodial investment market.
- Ramona Persaud is a portfolio manager at Fidelity Investments, and Barclay leads a dividend income strategy.
- Fidelity Investments hired Justin Danfield as ETF Strategist and Elise Randazzo as Portfolio Manager.
- Fidelity Investments Canada ULC announced distributions in Toronto.
- A conference was held in Chicago on June 17th involving portfolio managers from two large asset management firms, Fidelity Investments and Columbia Threadneedle Investments.
- Chandler Riggs has been appointed Vice President and financial consultant at Fidelity Investments.
- Stephen Peters, who previously worked at Fidelity Investments, is now driving the national growth strategy for ASN, which is based in Atlanta, GA.
- A retail broker facilitated IPO share purchases and underwrote the IPO via E*TRADE platform.
- Fidelity Investments divested a 1.3% stake in Meesho as of January 1, 2026.
- Fidelity Investments is distributing shares for the SpaceX IPO.
- Fidelity Investments and Bristol Myers Squibb are utilizing the ModelOp platform to accelerate innovation, which is led by Jim Olsen as CTO.
- Fidelity Investments, Federated Hermes, and Apollo are involved in a tokenization rollout, supporting market democratization alongside OpenAI.
- Fidelity Investments is involved in the shareholding structure of Carriage Services, Inc., which also involves BlackRock and The Vanguard Group, Inc. Carlos Quezada is the company's CEO.
- Artal Group S.A. acquired a significant stake in a company, holding 48% of shares, with BlackRock and other investors also involved.
- Fidelity Growth Strategies Fund highlighted Verisk Analytics as a stock holding in its investor letter on July 2, 2025.
- Fidelity Investments, The Walt Disney Co., and the SECURE 2.0 Act are involved in initiatives addressing student loan debt.
- Fidelity Growth Strategies Fund highlighted Coherent Corp. stock on July 3, 2025.
- Fidelity Growth Strategies Fund highlighted Cloudflare stock on July 3, 2025.
- FMR LLC is the largest shareholder of Viking Therapeutics.
- Institutional investors, including Fidelity Investments, control 84% of Marvell Technology.