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Grimes & Company’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Grimes & Company’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,537
Closed -$290K – 471
2025
Q3 		$290K Sell
3,537
-541
-13% -$43.4K 0.01% 379
2025
Q2 		$316K Buy
+4,078
New +$292K 0.01% 329

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Grimes & Company's FIDU Position: Q4 2025 in Review

Grimes & Company sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2025, closing a stake of 3,537 shares — an estimated $290K sold.

Grimes & Company first reported a position in FIDU in Q2 2025 and held it in 2 quarters. The position peaked at $316K in Q2 2025. 207 funds tracked by Wall St. Rank hold FIDU as of Q4 2025.

  • Grimes & Company reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Grimes & Company sold 3,537 Fidelity MSCI Industrials Index ETF shares in Q4 2025, an estimated $290K.
  • Grimes & Company first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and held it in 2 quarters.
  • Grimes & Company's Fidelity MSCI Industrials Index ETF position peaked at $316K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2025.

Based on Grimes & Company's 13F filing for Q4 2025, filed 3 Feb 2026.