Morgan Stanley
FSMD icon

Morgan Stanley’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Morgan Stanley’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Buy
14,548
+10,280
+241% +$508K ﹤0.01% 5342
2026
Q1 		$191K Buy
4,268
+3,125
+273% +$143K ﹤0.01% 5896
2025
Q4 		$50.4K Sell
1,143
-1,256
-52% -$55K ﹤0.01% 6435
2025
Q3 		$106K Sell
2,399
-5,624
-70% -$242K ﹤0.01% 6124
2025
Q2 		$333K Buy
8,023
+7,940
+9,566% +$313K ﹤0.01% 5644
2025
Q1 		$3.27K Sell
83
-1
-1% -$41 ﹤0.01% 7084
2024
Q4 		$3.48K Buy
84
+1
+1% +$42 ﹤0.01% 7095
2024
Q3 		$3.46K Sell
83
-2
-2% -$79 ﹤0.01% 7005
2024
Q2 		$3.23K Buy
85
+2
+2% +$75 ﹤0.01% 6960
2024
Q1 		$3.25K Sell
83
-81
-49% -$2.98K ﹤0.01% 6986
2023
Q4 		$5.94K Buy
164
+82
+100% +$2.71K ﹤0.01% 6962
2023
Q3 		$2.65K Hold
82
– – ﹤0.01% 7068
2023
Q2 		$2.74K Sell
82
-185
-69% -$5.93K ﹤0.01% 7125
2023
Q1 		$8.61K Buy
267
+185
+226% +$6.04K ﹤0.01% 6923
2022
Q4 		$2.57K Hold
82
– – ﹤0.01% 7305
2022
Q3 		$2K Buy
+82
New +$2.58K ﹤0.01% 7465

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley's FSMD Position: Q2 2026 in Review

Morgan Stanley increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 241% in Q2 2026, buying an estimated $508K and bringing the position to 14,548 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #5342.

Morgan Stanley first reported a position in FSMD in Q3 2022 and has held it in 16 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Morgan Stanley held 14,548 shares of Fidelity Small-Mid Multifactor ETF worth $769K as of Q2 2026.
  • Morgan Stanley bought 10,280 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $508K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5342 holding.
  • Morgan Stanley first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2022 and has held it in 16 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.