Harbor Asset Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Harbor Asset Planning’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
2026 Q3	$289K	Buy	3,257 +216	+7%	+$20.4K	0.22%	84
2026 Q2	$303K	Buy	3,041 +7	+0.2%	+$657	0.23%	81
2026 Q1	$263K	Buy	3,034 +8	+0.3%	+$720	0.22%	83
2025 Q4	$250K	Buy	3,026 +339	+13%	+$27.8K	0.21%	81
2025 Q3	$220K	Buy	2,687 +9	+0.3%	+$721	0.2%	86
2025 Q2	$208K	Buy	+2,678	New	+$192K	0.2%	85

Other funds holding FIDU

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Harbor Asset Planning's FIDU Position: Q3 2026 in Review

Harbor Asset Planning increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 7.1% in Q3 2026, buying an estimated $20.4K and bringing the position to 3,257 shares worth $289K. The position accounts for 0.22% of the portfolio, ranked #84.

Harbor Asset Planning first reported a position in FIDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $303K in Q2 2026. 161 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Harbor Asset Planning held 3,257 shares of Fidelity MSCI Industrials Index ETF worth $289K as of Q3 2026.
Harbor Asset Planning bought 216 Fidelity MSCI Industrials Index ETF shares in Q3 2026, an estimated $20.4K.
Fidelity MSCI Industrials Index ETF made up 0.22% of Harbor Asset Planning's portfolio in Q3 2026, its #84 holding.
Harbor Asset Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Fidelity MSCI Industrials Index ETF position peaked at $303K in Q2 2026.
161 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.