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Montag & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Montag & Associates’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 		$1.87M Buy
18,753
+4,877
+35% +$458K 0.08% 174
2026
Q1 		$1.2M Buy
13,876
+1,653
+14% +$149K 0.06% 225
2025
Q4 		$1.01M Sell
12,223
-1,349
-10% -$111K 0.05% 238
2025
Q3 		$1.11M Buy
13,572
+2,138
+19% +$171K 0.05% 231
2025
Q2 		$886K Buy
11,434
+293
+3% +$21K 0.04% 250
2025
Q1 		$763K Buy
11,141
+121
+1% +$8.65K 0.04% 269
2024
Q4 		$775K Buy
11,020
+62
+0.6% +$4.57K 0.04% 271
2024
Q3 		$791K Sell
10,958
-72
-0.7% -$4.9K 0.04% 270
2024
Q2 		$721K Hold
11,030
– – 0.04% 267
2024
Q1 		$748K Buy
11,030
+3,394
+44% +$214K 0.04% 280
2023
Q4 		$468K Buy
7,636
+2,345
+44% +$131K 0.03% 307
2023
Q3 		$286K Buy
5,291
+1,754
+50% +$99.7K 0.02% 341
2023
Q2 		$201K Hold
3,537
– – 0.01% 393
2023
Q1 		$187K Hold
3,537
– – 0.01% 391
2022
Q4 		$179K Buy
+3,537
New +$175K 0.01% 386

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Montag & Associates's FIDU Position: Q2 2026 in Review

Montag & Associates increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 35% in Q2 2026, buying an estimated $458K and bringing the position to 18,753 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #174.

Montag & Associates first reported a position in FIDU in Q4 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Montag & Associates held 18,753 shares of Fidelity MSCI Industrials Index ETF worth $1.87M as of Q2 2026.
  • Montag & Associates bought 4,877 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $458K.
  • Fidelity MSCI Industrials Index ETF made up 0.08% of Montag & Associates's portfolio in Q2 2026, its #174 holding.
  • Montag & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.