Charter Oak Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDIS
AWM
AM
FFS
Charter Oak Capital Management's FDIS Position: Q1 2026 in Review
Charter Oak Capital Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 25% in Q1 2026, selling an estimated $150K and leaving 4,621 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #128.
Charter Oak Capital Management first reported a position in FDIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $766K in Q4 2024. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.
- Charter Oak Capital Management held 4,621 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $431K as of Q1 2026.
- Charter Oak Capital Management sold 1,500 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $150K.
- Fidelity MSCI Consumer Discretionary Index ETF made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #128 holding.
- Charter Oak Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and has held it in 22 quarters since.
- Charter Oak Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $766K in Q4 2024.
- 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.
Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.