Corient Private Wealth’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Corient Private Wealth’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
2026 Q2	$207K	Sell	2,981 -377	-11%	-$27.3K	﹤0.01%	2792
2026 Q1	$229K	Sell	3,358 -91	-3%	-$6.55K	﹤0.01%	2480
2025 Q4	$253K	Buy	+3,449	New	+$245K	﹤0.01%	2285
2025 Q3	–	Sell	-3,113	Closed	-$202K	–	2599
2025 Q2	$202K	Buy	+3,113	New	+$181K	﹤0.01%	2237

Other funds holding FCOM

HIIFS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Corient Private Wealth's FCOM Position: Q2 2026 in Review

Corient Private Wealth reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 11% in Q2 2026, selling an estimated $27.3K and leaving 2,981 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Corient Private Wealth first reported a position in FCOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Corient Private Wealth held 2,981 shares of Fidelity MSCI Communication Services Index ETF worth $207K as of Q2 2026.
Corient Private Wealth sold 377 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $27.3K.
Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2792 holding.
Corient Private Wealth first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2025 and has held it in 4 quarters since.
Corient Private Wealth's Fidelity MSCI Communication Services Index ETF position peaked at $253K in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.