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Mason Investment Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Mason Investment Advisory Services’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,914
Closed -$205K – 83
2025
Q3 		$205K Buy
+3,914
New +$203K 0.01% 79

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mason Investment Advisory Services's FMAT Position: Q4 2025 in Review

Mason Investment Advisory Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2025, closing a stake of 3,914 shares — an estimated $205K sold.

Mason Investment Advisory Services first reported a position in FMAT in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 128 funds tracked by Wall St. Rank hold FMAT as of Q4 2025.

  • Mason Investment Advisory Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Mason Investment Advisory Services sold 3,914 Fidelity MSCI Materials Index ETF shares in Q4 2025, an estimated $205K.
  • Mason Investment Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q3 2025 and held it in 1 quarter.
  • Mason Investment Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $205K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2025.

Based on Mason Investment Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.