Bayshore Capital Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bayshore Capital Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Hold	7,751	–	–	0.37%	28
2026 Q1	$723K	Sell	7,751 -1,017	-12%	-$102K	0.31%	25
2025 Q4	$896K	Buy	+8,768	New	+$890K	0.45%	16

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Bayshore Capital Advisors's FDIS Position: Q2 2026 in Review

Bayshore Capital Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 7,751 shares worth $797K. The position accounts for 0.37% of the portfolio, ranked #28.

Bayshore Capital Advisors first reported a position in FDIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $896K in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Bayshore Capital Advisors held 7,751 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $797K as of Q2 2026.
Bayshore Capital Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.37% of Bayshore Capital Advisors's portfolio in Q2 2026, its #28 holding.
Bayshore Capital Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 3 quarters since.
Bayshore Capital Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $896K in Q4 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Bayshore Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.