Kovitz Investment Group Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Buy	92,538 +50,481	+120%	+$3M	0.12%	128
2026 Q1	$2.42M	Sell	42,057 -54,416	-56%	-$3.19M	0.06%	203
2025 Q4	$5.12M	Buy	96,473 +43,872	+83%	+$2.26M	0.11%	144
2025 Q3	$2.76M	Sell	52,601 -2,450	-4%	-$127K	0.01%	576
2025 Q2	$2.75M	Buy	55,051 +33,876	+160%	+$1.63M	0.01%	562
2025 Q1	$1.02M	Sell	21,175 -33,070	-61%	-$1.64M	0.01%	734
2024 Q4	$2.62M	Sell	54,245 -1,607	-3%	-$84.8K	0.01%	523
2024 Q3	$3.04M	Sell	55,852 -346	-0.6%	-$17.7K	0.02%	422
2024 Q2	$2.78M	Buy	+56,198	New	+$2.86M	0.02%	374

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kovitz Investment Group Partners increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 120% in Q2 2026, buying an estimated $3M and bringing the position to 92,538 shares worth $5.41M. The position accounts for 0.12% of the portfolio, ranked #128.

Kovitz Investment Group Partners first reported a position in FMAT in Q2 2024 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Kovitz Investment Group Partners held 92,538 shares of Fidelity MSCI Materials Index ETF worth $5.41M as of Q2 2026.
Kovitz Investment Group Partners bought 50,481 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $3M.
Fidelity MSCI Materials Index ETF made up 0.12% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #128 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Materials Index ETF in Q2 2024 and has held it in 9 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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