MAI Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

MAI Capital Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Buy	3,460 +3,270	+1,721%	+$307K	﹤0.01%	1505
2026 Q1	$16.4K	Buy	190 +11	+6%	+$989	﹤0.01%	2903
2025 Q4	$14.8K	Hold	179	–	–	﹤0.01%	2673
2025 Q3	$14.7K	Hold	179	–	–	﹤0.01%	2560
2025 Q2	$13.9K	Hold	179	–	–	﹤0.01%	2553
2025 Q1	$12.3K	Buy	179 +161	+894%	+$11.5K	﹤0.01%	2409
2024 Q4	$1.27K	Buy	+18	New	+$1.33K	﹤0.01%	3136

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

MAI Capital Management's FIDU Position: Q2 2026 in Review

MAI Capital Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1,721% in Q2 2026, buying an estimated $307K and bringing the position to 3,460 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

MAI Capital Management first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

MAI Capital Management held 3,460 shares of Fidelity MSCI Industrials Index ETF worth $345K as of Q2 2026.
MAI Capital Management bought 3,270 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $307K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1505 holding.
MAI Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.