Meridian Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Meridian Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91M	Buy	18,598 +5,976	+47%	+$603K	0.06%	266
2026 Q1	$1.18M	Buy	12,622 +1,975	+19%	+$198K	0.04%	325
2025 Q4	$1.09M	Buy	10,647 +486	+5%	+$49.3K	0.04%	334
2025 Q3	$1.05M	Buy	10,161 +1,162	+13%	+$115K	0.04%	318
2025 Q2	$847K	Sell	8,999 -361	-4%	-$31.8K	0.04%	335
2025 Q1	$791K	Buy	9,360 +433	+5%	+$40.7K	0.04%	329
2024 Q4	$870K	Sell	8,927 -2,278	-20%	-$213K	0.04%	313
2024 Q3	$991K	Buy	+11,205	New	+$928K	0.05%	285

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Meridian Wealth Management's FDIS Position: Q2 2026 in Review

Meridian Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 47% in Q2 2026, buying an estimated $603K and bringing the position to 18,598 shares worth $1.91M. The position accounts for 0.06% of the portfolio, ranked #266.

Meridian Wealth Management first reported a position in FDIS in Q3 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Meridian Wealth Management held 18,598 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.91M as of Q2 2026.
Meridian Wealth Management bought 5,976 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $603K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #266 holding.
Meridian Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 8 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.