Beaumont Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Beaumont Financial Advisors’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Buy	36,693 +31,816	+652%	+$1.7M	0.13%	102
2025 Q4	$240K	Hold	4,877	–	–	0.02%	332
2025 Q3	$243K	Sell	4,877 -33,008	-87%	-$1.69M	0.02%	357
2025 Q2	$1.94M	Buy	37,885 +496	+1%	+$25.4K	0.14%	93
2025 Q1	$1.91M	Sell	37,389 -1,505	-4%	-$76K	0.15%	93
2024 Q4	$1.92M	Buy	38,894 +6,495	+20%	+$329K	0.14%	96
2024 Q3	$1.65M	Buy	32,399 +692	+2%	+$34.3K	0.13%	100
2024 Q2	$1.5M	Buy	31,707 +20	+0.1%	+$947	0.12%	111
2024 Q1	$1.51M	Sell	31,687 -3,925	-11%	-$180K	0.12%	106
2023 Q4	$1.59M	Buy	35,612 +29,901	+524%	+$1.28M	0.15%	101
2023 Q3	$243K	Hold	5,711	–	–	0.02%	281
2023 Q2	$259K	Hold	5,711	–	–	0.02%	284
2023 Q1	$258K	Sell	5,711 -50,435	-90%	-$2.23M	0.03%	269
2022 Q4	$2.52M	Buy	56,146 +49,499	+745%	+$2.17M	0.25%	52
2022 Q3	$267K	Buy	6,647 +936	+16%	+$41.2K	0.03%	260
2022 Q2	$247K	Sell	5,711 -72,210	-93%	-$3.26M	0.02%	269
2022 Q1	$3.57M	Buy	77,921 +23,628	+44%	+$1.07M	0.27%	70
2021 Q4	$2.53M	Sell	54,293 -4,329	-7%	-$190K	0.18%	82
2021 Q3	$2.45M	Buy	58,622 +3,273	+6%	+$141K	0.19%	83
2021 Q2	$2.36M	Sell	55,349 -126,878	-70%	-$5.41M	0.18%	85
2021 Q1	$7.58M	Sell	182,227 -29,868	-14%	-$1.2M	0.64%	47
2020 Q4	$8.63M	Sell	212,095 -23,148	-10%	-$917K	0.77%	39
2020 Q3	$8.97M	Sell	235,243 -97,224	-29%	-$3.66M	0.86%	34
2020 Q2	$11.6M	Buy	332,467 +317,390	+2,105%	+$11M	1.21%	24
2020 Q1	$488K	Sell	15,077 -455,749	-97%	-$16.5M	0.06%	143
2019 Q4	$17.7M	Sell	470,826 -81,518	-15%	-$3M	1.75%	17
2019 Q3	$20.2M	Sell	552,344 -54,906	-9%	-$1.97M	2.02%	13
2019 Q2	$21.1M	Buy	607,250 +8,983	+2%	+$309K	2.18%	14
2019 Q1	$20.3M	Buy	+598,267	New	+$19.3M	2.17%	10
2018 Q4	–	Sell	-759,738	Closed	-$24.7M	–	208
2018 Q3	$24.7M	Buy	+759,738	New	+$24.6M	2.46%	12
2018 Q1	–	Sell	-601,657	Closed	-$20.6M	–	213
2017 Q4	$20.6M	Sell	601,657 -37,727	-6%	-$1.25M	2.42%	14
2017 Q3	$20.7M	Buy	639,384 +51,467	+9%	+$1.7M	2.59%	12
2017 Q2	$19.4M	Buy	587,917 +86,058	+17%	+$2.88M	2.52%	13
2017 Q1	$16.5M	Buy	+501,859	New	+$16.2M	2.26%	14
2016 Q4	–	Sell	-307,842	Closed	-$9.83M	–	157
2016 Q3	$9.83M	Sell	307,842 -100,081	-25%	-$3.27M	1.55%	19
2016 Q2	$13.4M	Sell	407,923 -164,475	-29%	-$5.23M	2.21%	9
2016 Q1	$18.1M	Sell	572,398 -89,541	-14%	-$2.71M	2.95%	2
2015 Q4	$20M	Buy	661,939 +157,505	+31%	+$4.7M	3.31%	3
2015 Q3	$14.9M	Hold	504,434	–	–	2.16%	8
2015 Q2	$14.9M	Sell	504,434 -635,931	-56%	-$18.8M	2.16%	8
2015 Q1	$33.7M	Buy	1,140,365 +69,324	+6%	+$2.06M	1.17%	28
2014 Q4	$31.6M	Sell	1,071,041 -67,374	-6%	-$1.93M	1.52%	22
2014 Q3	$31.2M	Buy	1,138,415 +141,898	+14%	+$3.86M	2.04%	15
2014 Q2	$27M	Buy	+996,517	New	+$26.7M	1.91%	11

Other funds holding FSTA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Beaumont Financial Advisors's FSTA Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 652% in Q1 2026, buying an estimated $1.7M and bringing the position to 36,693 shares worth $1.92M. The position accounts for 0.13% of the portfolio, ranked #102.

Beaumont Financial Advisors first reported a position in FSTA in Q2 2014 and has held it in 44 quarters since. The position peaked at $33.7M in Q1 2015. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Beaumont Financial Advisors held 36,693 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.92M as of Q1 2026.
Beaumont Financial Advisors bought 31,816 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $1.7M.
Fidelity MSCI Consumer Staples Index ETF made up 0.13% of Beaumont Financial Advisors's portfolio in Q1 2026, its #102 holding.
Beaumont Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2014 and has held it in 44 quarters since.
Beaumont Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $33.7M in Q1 2015.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.