HighMark Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

HighMark Wealth Management’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	$39.4K	Buy	138 +6	+5%	+$1.57K	0.01%	186
2026 Q1	$27.5K	Hold	132	–	–	0.01%	206
2025 Q4	$29.7K	Hold	132	–	–	0.01%	214
2025 Q3	$29.4K	Hold	132	–	–	0.01%	204
2025 Q2	$26.1K	Buy	132 +3	+2%	+$519	0.01%	209
2025 Q1	$20.8K	Sell	129 -127	-50%	-$22.8K	0.01%	197
2024 Q4	$47.3K	Buy	256 +6	+2%	+$1.1K	0.03%	134
2024 Q3	$43.6K	Hold	250	–	–	0.02%	152
2024 Q2	$42.9K	Hold	250	–	–	0.03%	145
2024 Q1	$39K	Hold	250	–	–	0.02%	152
2023 Q4	$35.9K	Hold	250	–	–	0.03%	147
2023 Q3	$30.7K	Hold	250	–	–	0.03%	145
2023 Q2	$32.7K	Hold	250	–	–	0.02%	144
2023 Q1	$28.5K	Hold	250	–	–	0.02%	174
2022 Q4	$23.6K	Hold	250	–	–	0.02%	155
2022 Q3	$23K	Buy	+250	New	+$26K	0.02%	146

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

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

HighMark Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.5% in Q2 2026, buying an estimated $1.57K and bringing the position to 138 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #186.

HighMark Wealth Management first reported a position in FTEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.3K in Q4 2024. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

HighMark Wealth Management held 138 shares of Fidelity MSCI Information Technology Index ETF worth $39.4K as of Q2 2026.
HighMark Wealth Management bought 6 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.57K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #186 holding.
HighMark Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2022 and has held it in 16 quarters since.
HighMark Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $47.3K in Q4 2024.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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