GGS
FUTY icon

Galvin Gaustad & Stein’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Galvin Gaustad & Stein’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$794K Buy
15,560
+8,310
+115% +$466K 0.06% 145
2026
Q2 		$424K Buy
7,250
+250
+4% +$14.6K 0.03% 197
2026
Q1 		$413K Hold
7,000
– – 0.03% 188
2025
Q4 		$387K Hold
7,000
– – 0.03% 188
2025
Q3 		$395K Hold
7,000
– – 0.03% 149
2025
Q2 		$368K Sell
7,000
-300
-4% -$15.4K 0.03% 151
2025
Q1 		$372K Sell
7,300
-5,125
-41% -$258K 0.03% 147
2024
Q4 		$606K Sell
12,425
-650
-5% -$33.2K 0.05% 119
2024
Q3 		$678K Sell
13,075
-700
-5% -$33.5K 0.06% 111
2024
Q2 		$606K Sell
13,775
-12,462
-47% -$552K 0.06% 117
2024
Q1 		$1.11M Sell
26,237
-6,555
-20% -$264K 0.1% 87
2023
Q4 		$1.34M Buy
32,792
+26,687
+437% +$1.05M 0.13% 80
2023
Q3 		$232K Buy
+6,105
New +$254K 0.02% 161
2021
Q4 		– Sell
-6,267
Closed -$258K – 179
2021
Q3 		$258K Buy
6,267
+188
+3% +$8.11K 0.02% 163
2021
Q2 		$249K Buy
6,079
+174
+3% +$7.37K 0.02% 175
2021
Q1 		$245K Sell
5,905
-885
-13% -$35.7K 0.02% 175
2020
Q4 		$276K Buy
+6,790
New +$276K 0.03% 163

Other funds holding FUTY

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Galvin Gaustad & Stein's FUTY Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 115% in Q3 2026, buying an estimated $466K and bringing the position to 15,560 shares worth $794K. The position accounts for 0.06% of the portfolio, ranked #145.

Galvin Gaustad & Stein first reported a position in FUTY in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2023. 14 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Galvin Gaustad & Stein held 15,560 shares of Fidelity MSCI Utilities Index ETF worth $794K as of Q3 2026.
  • Galvin Gaustad & Stein bought 8,310 Fidelity MSCI Utilities Index ETF shares in Q3 2026, an estimated $466K.
  • Fidelity MSCI Utilities Index ETF made up 0.06% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #145 holding.
  • Galvin Gaustad & Stein first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 17 quarters since.
  • Galvin Gaustad & Stein's Fidelity MSCI Utilities Index ETF position peaked at $1.34M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.