Live Oak Investment Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Live Oak Investment Partners’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	20,889 +1,638	+9%	+$119K	0.78%	37
2026 Q1	$1.31M	Buy	19,251 +1,753	+10%	+$126K	0.77%	34
2025 Q4	$1.28M	Buy	17,498 +785	+5%	+$55.7K	0.79%	37
2025 Q3	$1.19M	Buy	16,713 +749	+5%	+$50.6K	0.79%	35
2025 Q2	$1.03M	Buy	15,964 +1,521	+11%	+$88.6K	0.79%	33
2025 Q1	$813K	Buy	+14,443	New	+$870K	0.64%	47
2024 Q4	–	Hold	0	–	–	–	37
2024 Q3	–	Hold	0	–	–	–	37
2024 Q2	–	Hold	0	–	–	–	38
2023 Q4	–	Hold	0	–	–	–	22
2023 Q3	–	Hold	0	–	–	–	38
2023 Q2	–	Hold	0	–	–	–	39
2023 Q1	–	Hold	0	–	–	–	43
2022 Q4	–	Hold	0	–	–	–	49

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Live Oak Investment Partners's FCOM Position: Q2 2026 in Review

Live Oak Investment Partners increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 8.5% in Q2 2026, buying an estimated $119K and bringing the position to 20,889 shares worth $1.45M. The position accounts for 0.78% of the portfolio, ranked #37.

Live Oak Investment Partners first reported a position in FCOM in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Live Oak Investment Partners held 20,889 shares of Fidelity MSCI Communication Services Index ETF worth $1.45M as of Q2 2026.
Live Oak Investment Partners bought 1,638 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $119K.
Fidelity MSCI Communication Services Index ETF made up 0.78% of Live Oak Investment Partners's portfolio in Q2 2026, its #37 holding.
Live Oak Investment Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.