MAI Capital Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

MAI Capital Management’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	–	Sell	-3,035	Closed	-$159K	–	3047
2026 Q1	$159K	Buy	3,035 +451	+17%	+$24.1K	﹤0.01%	1588
2025 Q4	$127K	Buy	2,584 +375	+17%	+$18.6K	﹤0.01%	1518
2025 Q3	$110K	Sell	2,209 -61	-3%	-$3.12K	﹤0.01%	1525
2025 Q2	$116K	Buy	2,270 +61	+3%	+$3.12K	﹤0.01%	1416
2025 Q1	$113K	Buy	2,209 +105	+5%	+$5.3K	﹤0.01%	1346
2024 Q4	$104K	Buy	+2,104	New	+$107K	﹤0.01%	1418

Other funds holding FSTA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

MAI Capital Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 3,035 shares — an estimated $159K sold.

MAI Capital Management first reported a position in FSTA in Q4 2024 and held it in 6 quarters. The position peaked at $159K in Q1 2026. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

MAI Capital Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3,035 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $159K.
MAI Capital Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $159K in Q1 2026.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

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