Congress Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Congress Wealth Management’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
2025 Q2	$2.79M	Buy	43,008 +8,493	+25%	+$495K	0.03%	505
2025 Q1	$1.94M	Sell	34,515 -222	-0.6%	-$13.4K	0.02%	497
2024 Q4	$2.04M	Buy	34,737 +6,808	+24%	+$394K	0.03%	410
2024 Q3	$1.54M	Sell	27,929 -984	-3%	-$51.4K	0.02%	459
2024 Q2	$1.51M	Buy	+28,913	New	+$1.45M	0.02%	384
2023 Q4	–	Sell	-15,438	Closed	-$613K	–	626
2023 Q3	$613K	Buy	15,438 +6,409	+71%	+$262K	0.01%	429
2023 Q2	$363K	Sell	9,029 -43	-0.5%	-$1.63K	0.01%	456
2023 Q1	$332K	Buy	9,072 +1,823	+25%	+$63.5K	0.01%	472
2022 Q4	$225K	Buy	+7,249	New	+$231K	0.01%	523

Other funds holding FCOM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Congress Wealth Management's FCOM Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 25% in Q2 2025, buying an estimated $495K and bringing the position to 43,008 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #505.

Congress Wealth Management first reported a position in FCOM in Q4 2022 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold FCOM as of Q2 2025.

Congress Wealth Management held 43,008 shares of Fidelity MSCI Communication Services Index ETF worth $2.79M as of Q2 2025.
Congress Wealth Management bought 8,493 Fidelity MSCI Communication Services Index ETF shares in Q2 2025, an estimated $495K.
Fidelity MSCI Communication Services Index ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #505 holding.
Congress Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.