HM Payson & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

HM Payson & Co’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	$98.1K	Hold	344	–	–	﹤0.01%	572
2026 Q1	$71.5K	Buy	344 +21	+7%	+$4.61K	﹤0.01%	621
2025 Q4	$72.6K	Hold	323	–	–	﹤0.01%	625
2025 Q3	$71.8K	Hold	323	–	–	﹤0.01%	617
2025 Q2	$63.7K	Hold	323	–	–	﹤0.01%	609
2025 Q1	$52.1K	Hold	323	–	–	﹤0.01%	636
2024 Q4	$59.7K	Hold	323	–	–	﹤0.01%	614
2024 Q3	$56.4K	Hold	323	–	–	﹤0.01%	609
2024 Q2	$55.4K	Hold	323	–	–	﹤0.01%	583
2024 Q1	$50.3K	Sell	323 -63	-16%	-$9.49K	﹤0.01%	592
2023 Q4	$55.4K	Hold	386	–	–	﹤0.01%	579
2023 Q3	$47.5K	Buy	386 +63	+20%	+$8.1K	﹤0.01%	583
2023 Q2	$42.2K	Buy	+323	New	+$38.4K	﹤0.01%	613

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

HM Payson & Co's FTEC Position: Q2 2026 in Review

HM Payson & Co held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 344 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

HM Payson & Co first reported a position in FTEC in Q2 2023 and has held it in 13 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

HM Payson & Co held 344 shares of Fidelity MSCI Information Technology Index ETF worth $98.1K as of Q2 2026.
HM Payson & Co left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #572 holding.
HM Payson & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 13 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.