Kovitz Investment Group Partners
FUTY icon

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
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

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