Matthew Hamilton Rosenberg’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Matthew Hamilton Rosenberg’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	$287K	Hold	2,886	–	–	0.05%	172
2026 Q1	$250K	Hold	2,886	–	–	0.05%	169
2025 Q4	$238K	Hold	2,886	–	–	0.05%	180
2025 Q3	$236K	Hold	2,886	–	–	0.05%	182
2025 Q2	$224K	Hold	2,886	–	–	0.05%	188
2025 Q1	$198K	Hold	2,886	–	–	0.05%	189
2024 Q4	$203K	Hold	2,886	–	–	0.05%	177
2024 Q3	$208K	Hold	2,886	–	–	0.05%	189
2024 Q2	$186K	Hold	2,886	–	–	0.06%	184
2024 Q1	$194K	Hold	2,886	–	–	0.06%	189
2023 Q4	$177K	Sell	2,886 -676	-19%	-$37.9K	0.05%	200
2023 Q3	$193K	Hold	3,562	–	–	0.06%	165
2023 Q2	$203K	Hold	3,562	–	–	0.07%	168
2023 Q1	$188K	Hold	3,562	–	–	0.06%	194
2022 Q4	$181K	Hold	3,562	–	–	0.06%	194
2022 Q3	$156K	Hold	3,562	–	–	0.06%	198
2022 Q2	$163K	Hold	3,562	–	–	0.06%	198
2022 Q1	$192K	Hold	3,562	–	–	0.07%	192
2021 Q4	$200K	Hold	3,562	–	–	0.07%	183
2021 Q3	$185K	Hold	3,562	–	–	0.07%	175
2021 Q2	$193K	Hold	3,562	–	–	0.1%	138
2021 Q1	$186K	Hold	3,562	–	–	0.11%	132
2020 Q4	$167K	Hold	3,562	–	–	0.1%	137
2020 Q3	$143K	Hold	3,562	–	–	0.11%	127
2020 Q2	$128K	Hold	3,562	–	–	0.1%	137
2020 Q1	$109K	Buy	+3,562	New	+$138K	0.11%	110

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

Matthew Hamilton Rosenberg's FIDU Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 2,886 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #172.

Matthew Hamilton Rosenberg first reported a position in FIDU in Q1 2020 and has held it in 26 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Matthew Hamilton Rosenberg held 2,886 shares of Fidelity MSCI Industrials Index ETF worth $287K as of Q2 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #172 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 26 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.