Kovitz Investment Group Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Sell	36,589 -17,034	-32%	-$909K	0.04%	233
2025 Q4	$2.64M	Sell	53,623 -4,747	-8%	-$235K	0.06%	200
2025 Q3	$2.91M	Sell	58,370 -116,234	-67%	-$5.94M	0.01%	564
2025 Q2	$8.93M	Buy	174,604 +115,794	+197%	+$5.93M	0.04%	332
2025 Q1	$3.01M	Sell	58,810 -39,365	-40%	-$1.99M	0.02%	499
2024 Q4	$4.86M	Sell	98,175 -82,553	-46%	-$4.18M	0.02%	407
2024 Q3	$9.24M	Buy	180,728 +21,303	+13%	+$1.06M	0.07%	244
2024 Q2	$7.57M	Buy	+159,425	New	+$7.55M	0.06%	222

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Kovitz Investment Group Partners reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 32% in Q1 2026, selling an estimated $909K and leaving 36,589 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #233.

Kovitz Investment Group Partners first reported a position in FSTA in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.24M in Q3 2024. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Kovitz Investment Group Partners held 36,589 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.91M as of Q1 2026.
Kovitz Investment Group Partners sold 17,034 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $909K.
Fidelity MSCI Consumer Staples Index ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #233 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $9.24M in Q3 2024.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

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