Kovitz Investment Group Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Kovitz Investment Group Partners’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.08M	Buy	73,084 +55,075	+306%	+$3.99M	0.11%	133
2026 Q1	$1.23M	Sell	18,009 -86,841	-83%	-$6.25M	0.03%	295
2025 Q4	$7.68M	Buy	104,850 +15,255	+17%	+$1.08M	0.17%	118
2025 Q3	$6.36M	Buy	89,595 +23,632	+36%	+$1.6M	0.02%	416
2025 Q2	$4.28M	Buy	65,963 +20,420	+45%	+$1.19M	0.02%	470
2025 Q1	$2.56M	Sell	45,543 -68,793	-60%	-$4.14M	0.01%	533
2024 Q4	$6.72M	Sell	114,336 -2,535	-2%	-$147K	0.03%	342
2024 Q3	$6.45M	Sell	116,871 -971	-0.8%	-$50.7K	0.05%	304
2024 Q2	$6.16M	Buy	+117,842	New	+$5.92M	0.05%	253

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Kovitz Investment Group Partners's FCOM Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 306% in Q2 2026, buying an estimated $3.99M and bringing the position to 73,084 shares worth $5.08M. The position accounts for 0.11% of the portfolio, ranked #133.

Kovitz Investment Group Partners first reported a position in FCOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.68M in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Kovitz Investment Group Partners held 73,084 shares of Fidelity MSCI Communication Services Index ETF worth $5.08M as of Q2 2026.
Kovitz Investment Group Partners bought 55,075 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $3.99M.
Fidelity MSCI Communication Services Index ETF made up 0.11% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #133 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Communication Services Index ETF position peaked at $7.68M in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.