Colonial Trust’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Colonial Trust’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.7K	Hold	559	–	–	0.01%	504
2026 Q1	$48.4K	Hold	559	–	–	0.01%	537
2025 Q4	$46.1K	Hold	559	–	–	0.01%	556
2025 Q3	$45.8K	Hold	559	–	–	0.01%	562
2025 Q2	$43.3K	Sell	559 -130	-19%	-$9.3K	0.01%	563
2025 Q1	$47.2K	Hold	689	–	–	0.01%	554
2024 Q4	$48.4K	Hold	689	–	–	0.01%	583
2024 Q3	$49.7K	Hold	689	–	–	0.01%	551
2024 Q2	$45K	Hold	689	–	–	0.01%	528
2024 Q1	$46.7K	Hold	689	–	–	0.01%	521
2023 Q4	$42.2K	Buy	689 +393	+133%	+$22K	0.01%	530
2023 Q3	$16K	Hold	296	–	–	﹤0.01%	636
2023 Q2	$16.8K	Sell	296 -220	-43%	-$11.7K	﹤0.01%	624
2023 Q1	$27.3K	Hold	516	–	–	0.01%	541
2022 Q4	$26.2K	Buy	+516	New	+$25.6K	0.01%	534

Other funds holding FIDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Colonial Trust's FIDU Position: Q2 2026 in Review

Colonial Trust held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 559 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #504.

Colonial Trust first reported a position in FIDU in Q4 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Colonial Trust held 559 shares of Fidelity MSCI Industrials Index ETF worth $55.7K as of Q2 2026.
Colonial Trust left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #504 holding.
Colonial Trust first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 15 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.