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 Q3	$256K	Hold	2,886	–	–	0.05%	187
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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Hanseatic Management Services Albuquerque, New Mexico $136M AUM

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Matthew Hamilton Rosenberg's FIDU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2026 at 2,886 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #187.

Matthew Hamilton Rosenberg first reported a position in FIDU in Q1 2020 and has held it in 27 quarters since. The position peaked at $287K in Q2 2026. 68 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

Matthew Hamilton Rosenberg held 2,886 shares of Fidelity MSCI Industrials Index ETF worth $256K as of Q3 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Industrials Index ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #187 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Fidelity MSCI Industrials Index ETF position peaked at $287K in Q2 2026.
68 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.