Kuhn & Co Investment Counsel’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Kuhn & Co Investment Counsel’s Portfolio FSMD Stock Details FSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Hold	38,916	–	–	1.19%	23
2026 Q1	$1.74M	Buy	38,916 +7,332	+23%	+$336K	1.12%	25
2025 Q4	$1.39M	Buy	31,584 +4,786	+18%	+$210K	0.93%	29
2025 Q3	$1.18M	Buy	26,798 +2,824	+12%	+$121K	0.93%	30
2025 Q2	$994K	Buy	23,974 +11,183	+87%	+$441K	0.75%	38
2025 Q1	$501K	Buy	12,791 +4,175	+48%	+$171K	0.42%	78
2024 Q4	$355K	Buy	8,616 +2,331	+37%	+$99K	0.3%	97
2024 Q3	$260K	Buy	+6,285	New	+$249K	0.22%	114

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Kuhn & Co Investment Counsel's FSMD Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 38,916 shares worth $2.06M. The position accounts for 1.19% of the portfolio, ranked #23.

Kuhn & Co Investment Counsel first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Kuhn & Co Investment Counsel held 38,916 shares of Fidelity Small-Mid Multifactor ETF worth $2.06M as of Q2 2026.
Kuhn & Co Investment Counsel left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up 1.19% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #23 holding.
Kuhn & Co Investment Counsel first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.