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 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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return