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Lynch & Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Lynch & Associates’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Buy
35,666
+5,895
+20% +$313K 0.33% 74
2026
Q1 		$1.56M Sell
29,771
-1,216
-4% -$64.9K 0.29% 74
2025
Q4 		$1.52M Buy
30,987
+1,709
+6% +$84.8K 0.29% 69
2025
Q3 		$1.46M Buy
29,278
+1,300
+5% +$66.5K 0.28% 70
2025
Q2 		$1.43M Buy
27,978
+136
+0.5% +$6.96K 0.29% 72
2025
Q1 		$1.42M Buy
27,842
+1,231
+5% +$62.1K 0.31% 69
2024
Q4 		$1.32M Sell
26,611
-50
-0.2% -$2.53K 0.29% 68
2024
Q3 		$1.36M Buy
26,661
+1,301
+5% +$64.4K 0.29% 69
2024
Q2 		$1.2M Buy
25,360
+983
+4% +$46.5K 0.27% 72
2024
Q1 		$1.16M Buy
24,377
+2,006
+9% +$92K 0.27% 71
2023
Q4 		$998K Buy
22,371
+1,389
+7% +$59.5K 0.24% 72
2023
Q3 		$893K Buy
20,982
+650
+3% +$29.3K 0.24% 68
2023
Q2 		$923K Buy
20,332
+1,082
+6% +$49.3K 0.24% 66
2023
Q1 		$869K Sell
19,250
-1,272
-6% -$56.3K 0.23% 65
2022
Q4 		$920K Buy
20,522
+95
+0.5% +$4.17K 0.24% 66
2022
Q3 		$820K Buy
20,427
+1,168
+6% +$51.5K 0.24% 66
2022
Q2 		$833K Buy
19,259
+174
+0.9% +$7.85K 0.23% 66
2022
Q1 		$875K Buy
19,085
+92
+0.5% +$4.18K 0.21% 68
2021
Q4 		$886K Buy
18,993
+543
+3% +$23.9K 0.21% 68
2021
Q3 		$772K Buy
18,450
+18
+0.1% +$778 0.2% 72
2021
Q2 		$785K Sell
18,432
-13
-0.1% -$555 0.2% 71
2021
Q1 		$767K Buy
18,445
+350
+2% +$14K 0.21% 71
2020
Q4 		$736K Sell
18,095
-1,001
-5% -$39.6K 0.2% 71
2020
Q3 		$729K Sell
19,096
-25
-0.1% -$940 0.22% 67
2020
Q2 		$667K Sell
19,121
-218
-1% -$7.55K 0.22% 70
2020
Q1 		$625K Sell
19,339
-238
-1% -$8.61K 0.23% 67
2019
Q4 		$738K Buy
19,577
+1,372
+8% +$50.5K 0.21% 70
2019
Q3 		$666K Sell
18,205
-23
-0.1% -$826 0.2% 68
2019
Q2 		$634K Buy
18,228
+1,232
+7% +$42.3K 0.21% 69
2019
Q1 		$575K Sell
16,996
-527
-3% -$17K 0.19% 69
2018
Q4 		$534K Buy
17,523
+350
+2% +$11.4K 0.2% 69
2018
Q3 		$559K Buy
17,173
+1,134
+7% +$36.8K 0.19% 72
2018
Q2 		$501K Buy
16,039
+3,450
+27% +$106K 0.18% 75
2018
Q1 		$399K Buy
12,589
+925
+8% +$30.7K 0.15% 80
2017
Q4 		$400K Buy
11,664
+998
+9% +$33K 0.15% 76
2017
Q3 		$346K Sell
10,666
-134
-1% -$4.42K 0.14% 78
2017
Q2 		$357K Buy
10,800
+205
+2% +$6.85K 0.14% 82
2017
Q1 		$348K Buy
10,595
+581
+6% +$18.8K 0.14% 82
2016
Q4 		$312K Sell
10,014
-234
-2% -$7.29K 0.13% 88
2016
Q3 		$327K Buy
10,248
+368
+4% +$12K 0.14% 86
2016
Q2 		$326K Buy
9,880
+818
+9% +$26K 0.15% 88
2016
Q1 		$287K Buy
9,062
+195
+2% +$5.91K 0.14% 88
2015
Q4 		$268K Buy
8,867
+810
+10% +$24.2K 0.14% 94
2015
Q3 		$229K Sell
8,057
-172
-2% -$5.05K 0.13% 95
2015
Q2 		$238K Buy
8,229
+939
+13% +$27.8K 0.12% 97
2015
Q1 		$215K Buy
+7,290
New +$217K 0.11% 101

Other funds holding FSTA

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lynch & Associates's FSTA Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 20% in Q2 2026, buying an estimated $313K and bringing the position to 35,666 shares worth $1.87M. The position accounts for 0.33% of the portfolio, ranked #74.

Lynch & Associates first reported a position in FSTA in Q1 2015 and has held it in 46 quarters since. 33 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Lynch & Associates held 35,666 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.87M as of Q2 2026.
  • Lynch & Associates bought 5,895 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $313K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.33% of Lynch & Associates's portfolio in Q2 2026, its #74 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2015 and has held it in 46 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.