Goldman Sachs
FSMD icon

Goldman Sachs’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Goldman Sachs’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Buy
+62,583
New +$2.87M ﹤0.01% 4228
2025
Q4 		– Sell
-116,003
Closed -$5.11M – 6568
2025
Q3 		$5.11M Buy
116,003
+25,761
+29% +$1.11M ﹤0.01% 3628
2025
Q2 		$3.74M Buy
90,242
+48,285
+115% +$1.9M ﹤0.01% 3683
2025
Q1 		$1.64M Buy
41,957
+21,452
+105% +$881K ﹤0.01% 4319
2024
Q4 		$844K Buy
+20,505
New +$871K ﹤0.01% 4936
2023
Q4 		– Sell
-35,974
Closed -$1.16M – 5691
2023
Q3 		$1.16M Sell
35,974
-15,078
-30% -$507K ﹤0.01% 4164
2023
Q2 		$1.71M Sell
51,052
-8,141
-14% -$261K ﹤0.01% 3985
2023
Q1 		$1.91M Sell
59,193
-7,258
-11% -$237K ﹤0.01% 3898
2022
Q4 		$2.08M Buy
+66,451
New +$2.09M ﹤0.01% 3913

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return