Congress Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDIS
AWM
RBA
PA
AM
FFS
Congress Wealth Management's FDIS Position: Q2 2025 in Review
Congress Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 73% in Q2 2025, selling an estimated $805K and leaving 3,310 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.
Congress Wealth Management first reported a position in FDIS in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.
- Congress Wealth Management held 3,310 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $312K as of Q2 2025.
- Congress Wealth Management sold 9,139 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $805K.
- Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1060 holding.
- Congress Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 7 quarters since.
- Congress Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.19M in Q4 2024.
- 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.