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Grimes & Company’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Grimes & Company’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-98,759
Closed -$4.86M – 450
2025
Q4 		$4.86M Buy
+98,759
New +$4.9M 0.12% 115

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Grimes & Company's FSTA Position: Q1 2026 in Review

Grimes & Company sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 98,759 shares — an estimated $4.86M sold.

Grimes & Company first reported a position in FSTA in Q4 2025 and held it in 1 quarter. The position peaked at $4.86M in Q4 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Grimes & Company reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 98,759 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $4.86M.
  • Grimes & Company first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and held it in 1 quarter.
  • Grimes & Company's Fidelity MSCI Consumer Staples Index ETF position peaked at $4.86M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.