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 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 $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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Harbor Asset Planning's FIDU Position: Q2 2026 in Review

Harbor Asset Planning increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.23% in Q2 2026, buying an estimated $657 and bringing the position to 3,041 shares worth $303K. The position accounts for 0.23% of the portfolio, ranked #81.

Harbor Asset Planning first reported a position in FIDU in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Harbor Asset Planning held 3,041 shares of Fidelity MSCI Industrials Index ETF worth $303K as of Q2 2026.
Harbor Asset Planning bought 7 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $657.
Fidelity MSCI Industrials Index ETF made up 0.23% of Harbor Asset Planning's portfolio in Q2 2026, its #81 holding.
Harbor Asset Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.