HighMark Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

HighMark Wealth Management’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 Q2	$5.25K	Hold	100	–	–	﹤0.01%	389
2026 Q1	$5.23K	Hold	100	–	–	﹤0.01%	372
2025 Q4	$4.92K	Hold	100	–	–	﹤0.01%	405
2025 Q3	$4.98K	Hold	100	–	–	﹤0.01%	395
2025 Q2	$5.12K	Hold	100	–	–	﹤0.01%	392
2025 Q1	$5.11K	Sell	100 -11	-10%	-$555	﹤0.01%	371
2024 Q4	$5.47K	Buy	+111	New	+$5.62K	﹤0.01%	372

Other funds holding FSTA

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

HighMark Wealth Management's FSTA Position: Q2 2026 in Review

HighMark Wealth Management held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 100 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

HighMark Wealth Management first reported a position in FSTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47K in Q4 2024. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

HighMark Wealth Management held 100 shares of Fidelity MSCI Consumer Staples Index ETF worth $5.25K as of Q2 2026.
HighMark Wealth Management left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #389 holding.
HighMark Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 7 quarters since.
HighMark Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $5.47K in Q4 2024.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.