Grimes & Company’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Grimes & Company’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6M	Sell	37,112 -380	-1%	-$99.3K	0.23%	75
2026 Q1	$7.8M	Sell	37,492 -1,043	-3%	-$229K	0.22%	86
2025 Q4	$8.66M	Sell	38,535 -426	-1%	-$96.5K	0.21%	85
2025 Q3	$8.66M	Sell	38,961 -1,135	-3%	-$236K	0.21%	86
2025 Q2	$7.91M	Buy	+40,096	New	+$6.94M	0.22%	94

Other funds holding FTEC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Grimes & Company's FTEC Position: Q2 2026 in Review

Grimes & Company reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1% in Q2 2026, selling an estimated $99.3K and leaving 37,112 shares worth $10.6M. The position accounts for 0.23% of the portfolio, ranked #75.

Grimes & Company first reported a position in FTEC in Q2 2025 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Grimes & Company held 37,112 shares of Fidelity MSCI Information Technology Index ETF worth $10.6M as of Q2 2026.
Grimes & Company sold 380 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $99.3K.
Fidelity MSCI Information Technology Index ETF made up 0.23% of Grimes & Company's portfolio in Q2 2026, its #75 holding.
Grimes & Company first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and has held it in 5 quarters since.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.