Kovitz Investment Group Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.72M	Buy	97,905 +64,494	+193%	+$3.77M	0.13%	124
2026 Q1	$1.97M	Sell	33,411 -137,363	-80%	-$7.96M	0.05%	227
2025 Q4	$9.43M	Sell	170,774 -21,781	-11%	-$1.25M	0.21%	102
2025 Q3	$10.9M	Sell	192,555 -8,197	-4%	-$448K	0.04%	315
2025 Q2	$10.6M	Buy	200,752 +151,244	+305%	+$7.78M	0.05%	299
2025 Q1	$2.52M	Buy	49,508 +15,248	+45%	+$768K	0.01%	537
2024 Q4	$1.67M	Buy	34,260 +548	+2%	+$28K	0.01%	608
2024 Q3	$1.75M	Sell	33,712 -76	-0.2%	-$3.63K	0.01%	510
2024 Q2	$1.49M	Buy	+33,788	New	+$1.5M	0.01%	470

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kovitz Investment Group Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 193% in Q2 2026, buying an estimated $3.77M and bringing the position to 97,905 shares worth $5.72M. The position accounts for 0.13% of the portfolio, ranked #124.

Kovitz Investment Group Partners first reported a position in FUTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Kovitz Investment Group Partners held 97,905 shares of Fidelity MSCI Utilities Index ETF worth $5.72M as of Q2 2026.
Kovitz Investment Group Partners bought 64,494 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.77M.
Fidelity MSCI Utilities Index ETF made up 0.13% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #124 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Utilities Index ETF position peaked at $10.9M in Q3 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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