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 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 $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kovitz Investment Group Partners's FMAT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 56% in Q1 2026, selling an estimated $3.19M and leaving 42,057 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #203.

Kovitz Investment Group Partners first reported a position in FMAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.12M in Q4 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Kovitz Investment Group Partners held 42,057 shares of Fidelity MSCI Materials Index ETF worth $2.42M as of Q1 2026.
Kovitz Investment Group Partners sold 54,416 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $3.19M.
Fidelity MSCI Materials Index ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #203 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Materials Index ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Materials Index ETF position peaked at $5.12M in Q4 2025.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.