Corient Private Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Buy
+2,039
New +$206K ﹤0.01% 2781
2026
Q1
Sell
-2,519
Closed -$257K 2882
2025
Q4
$257K Buy
2,519
+412
+20% +$41.8K ﹤0.01% 2272
2025
Q3
$217K Sell
2,107
-303
-13% -$29.9K ﹤0.01% 2308
2025
Q2
$227K Sell
2,410
-1,686
-41% -$149K ﹤0.01% 2157
2025
Q1
$346K Buy
4,096
+690
+20% +$64.9K ﹤0.01% 1781
2024
Q4
$332K Buy
3,406
+9
+0.3% +$843 ﹤0.01% 1841
2024
Q3
$300K Buy
+3,397
New +$281K ﹤0.01% 2010

Other funds holding FDIS

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

Corient Private Wealth opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 2,039 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2781 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FDIS as recently as Q4 2025.

Corient Private Wealth first reported a position in FDIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Corient Private Wealth held 2,039 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $210K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Corient Private Wealth position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2781 holding.
  • Corient Private Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $346K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

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