Meridian Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Meridian Wealth 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 Q1	$608K	Sell	11,610 -181	-2%	-$9.66K	0.02%	465
2025 Q4	$580K	Buy	11,791 +204	+2%	+$10.1K	0.02%	468
2025 Q3	$577K	Sell	11,587 -921	-7%	-$47.1K	0.02%	442
2025 Q2	$640K	Buy	12,508 +69	+0.6%	+$3.53K	0.03%	395
2025 Q1	$636K	Sell	12,439 -772	-6%	-$39K	0.03%	370
2024 Q4	$653K	Sell	13,211 -2,689	-17%	-$136K	0.03%	363
2024 Q3	$812K	Buy	+15,900	New	+$788K	0.04%	318
2024 Q2	–	Sell	-4,820	Closed	-$229K	–	374
2024 Q1	$229K	Buy	4,820 +38	+0.8%	+$1.74K	0.04%	189
2023 Q4	$213K	Sell	4,782 -4,722	-50%	-$202K	0.01%	559
2023 Q3	$405K	Buy	9,504 +4,782	+101%	+$215K	0.02%	405
2023 Q2	$214K	Buy	4,722 +28	+0.6%	+$1.27K	0.02%	505
2023 Q1	$212K	Buy	4,694 +28	+0.6%	+$1.24K	0.02%	502
2022 Q4	$209K	Buy	+4,666	New	+$205K	0.02%	483

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Meridian Wealth Management's FSTA Position: Q1 2026 in Review

Meridian Wealth Management reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.5% in Q1 2026, selling an estimated $9.66K and leaving 11,610 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #465.

Meridian Wealth Management first reported a position in FSTA in Q4 2022 and has held it in 13 quarters since. The position peaked at $812K in Q3 2024. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Meridian Wealth Management held 11,610 shares of Fidelity MSCI Consumer Staples Index ETF worth $608K as of Q1 2026.
Meridian Wealth Management sold 181 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $9.66K.
Fidelity MSCI Consumer Staples Index ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #465 holding.
Meridian Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and has held it in 13 quarters since.
Meridian Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $812K in Q3 2024.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.