Kovitz Investment Group Partners
FIDU icon

Kovitz Investment Group Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Kovitz Investment Group Partners’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Buy
161,766
+101,753
+170% +$9.55M 0.36% 71
2026
Q1 		$5.19M Sell
60,013
-69,981
-54% -$6.29M 0.12% 132
2025
Q4 		$10.7M Sell
129,994
-10,847
-8% -$890K 0.24% 90
2025
Q3 		$11.5M Buy
140,841
+41,981
+42% +$3.37M 0.05% 304
2025
Q2 		$7.66M Buy
98,860
+69,076
+232% +$4.94M 0.03% 366
2025
Q1 		$2.04M Sell
29,784
-40,371
-58% -$2.89M 0.01% 582
2024
Q4 		$4.95M Sell
70,155
-1,842
-3% -$136K 0.02% 405
2024
Q3 		$5.21M Sell
71,997
-593
-0.8% -$40.4K 0.04% 337
2024
Q2 		$4.76M Buy
+72,590
New +$4.8M 0.04% 297

Other funds holding FIDU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kovitz Investment Group Partners increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 170% in Q2 2026, buying an estimated $9.55M and bringing the position to 161,766 shares worth $16.1M. The position accounts for 0.36% of the portfolio, ranked #71.

Kovitz Investment Group Partners first reported a position in FIDU in Q2 2024 and has held it in 9 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Kovitz Investment Group Partners held 161,766 shares of Fidelity MSCI Industrials Index ETF worth $16.1M as of Q2 2026.
  • Kovitz Investment Group Partners bought 101,753 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $9.55M.
  • Fidelity MSCI Industrials Index ETF made up 0.36% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #71 holding.
  • Kovitz Investment Group Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

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