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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Kuhn & Co Investment Counsel's FSMD Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 23% in Q1 2026, buying an estimated $336K and bringing the position to 38,916 shares worth $1.74M. The position accounts for 1.12% of the portfolio, ranked #25.

Kuhn & Co Investment Counsel first reported a position in FSMD in Q3 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Kuhn & Co Investment Counsel held 38,916 shares of Fidelity Small-Mid Multifactor ETF worth $1.74M as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 7,332 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $336K.
  • Fidelity Small-Mid Multifactor ETF made up 1.12% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #25 holding.
  • Kuhn & Co Investment Counsel first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.