Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Kovitz Investment Group Partners’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Buy
+33,467
New +$3.38M 0.08% 166
2025
Q3 		– Sell
-14,148
Closed -$1.33M – 1428
2025
Q2 		$1.33M Sell
14,148
-17,042
-55% -$1.5M 0.01% 730
2025
Q1 		$2.64M Sell
31,190
-69,501
-69% -$6.54M 0.01% 530
2024
Q4 		$9.83M Sell
100,691
-2,992
-3% -$280K 0.05% 269
2024
Q3 		$9.18M Sell
103,683
-815
-0.8% -$67.5K 0.07% 245
2024
Q2 		$8.48M Buy
+104,498
New +$8.3M 0.07% 202

Other funds holding FDIS

Lido Advisors
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Kovitz Investment Group Partners opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 33,467 shares worth $3.44M. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in FDIS as recently as Q2 2025.

Kovitz Investment Group Partners first reported a position in FDIS in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.83M in Q4 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Kovitz Investment Group Partners held 33,467 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.44M as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Kovitz Investment Group Partners position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #166 holding.
  • Kovitz Investment Group Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9.83M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

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