GHP Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

GHP Investment Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.71K	Hold	36	–	–	﹤0.01%	934
2026 Q1	$3.36K	Hold	36	–	–	﹤0.01%	956
2025 Q4	$3.68K	Hold	36	–	–	﹤0.01%	858
2025 Q3	$3.71K	Hold	36	–	–	﹤0.01%	821
2025 Q2	$3.39K	Hold	36	–	–	﹤0.01%	839
2025 Q1	$3.05K	Hold	36	–	–	﹤0.01%	833
2024 Q4	$3.52K	Hold	36	–	–	﹤0.01%	853
2024 Q3	$3.19K	Hold	36	–	–	﹤0.01%	856
2024 Q2	$2.92K	Hold	36	–	–	﹤0.01%	826
2024 Q1	$2.96K	Hold	36	–	–	﹤0.01%	740
2023 Q4	$2.83K	Hold	36	–	–	﹤0.01%	742
2023 Q3	$2.45K	Hold	36	–	–	﹤0.01%	835
2023 Q2	$2.64K	Hold	36	–	–	﹤0.01%	816
2023 Q1	$2.33K	Hold	36	–	–	﹤0.01%	820
2022 Q4	$2.01K	Buy	36 +1	+3%	+$61	﹤0.01%	832
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	830
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	847
2022 Q1	$3K	Buy	+35	New	+$2.76K	﹤0.01%	855

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

GHP Investment Advisors's FDIS Position: Q2 2026 in Review

GHP Investment Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 36 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

GHP Investment Advisors first reported a position in FDIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.71K in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

GHP Investment Advisors held 36 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.71K as of Q2 2026.
GHP Investment Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #934 holding.
GHP Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.71K in Q3 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.