Badgley Phelps Wealth Managers’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Sell	5,116 -200	-4%	-$14.4K	0.01%	270
2025 Q4	$390K	Hold	5,316	–	–	0.01%	257
2025 Q3	$377K	Hold	5,316	–	–	0.01%	240
2025 Q2	$345K	Hold	5,316	–	–	0.01%	243
2025 Q1	$299K	Sell	5,316 -335	-6%	-$20.2K	0.01%	257
2024 Q4	$332K	Sell	5,651 -180	-3%	-$10.4K	0.01%	246
2024 Q3	$321K	Hold	5,831	–	–	0.01%	243
2024 Q2	$305K	Hold	5,831	–	–	0.01%	222
2024 Q1	$289K	Sell	5,831 -73	-1%	-$3.46K	0.01%	221
2023 Q4	$263K	Sell	5,904 -45	-0.8%	-$1.88K	0.01%	223
2023 Q3	$236K	Sell	5,949 -500	-8%	-$20.4K	0.01%	211
2023 Q2	$260K	Buy	+6,449	New	+$245K	0.01%	213

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Badgley Phelps Wealth Managers's FCOM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 3.8% in Q1 2026, selling an estimated $14.4K and leaving 5,116 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #270.

Badgley Phelps Wealth Managers first reported a position in FCOM in Q2 2023 and has held it in 12 quarters since. The position peaked at $390K in Q4 2025. 198 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

Badgley Phelps Wealth Managers held 5,116 shares of Fidelity MSCI Communication Services Index ETF worth $349K as of Q1 2026.
Badgley Phelps Wealth Managers sold 200 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $14.4K.
Fidelity MSCI Communication Services Index ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #270 holding.
Badgley Phelps Wealth Managers first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's Fidelity MSCI Communication Services Index ETF position peaked at $390K in Q4 2025.
198 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.