Northwestern Mutual Wealth Management
FSMD icon

Northwestern Mutual Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Northwestern Mutual Wealth Management’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 		$18.8M Sell
354,956
-59,065
-14% -$2.92M 0.01% 483
2026
Q1 		$18.5M Buy
414,021
+71,053
+21% +$3.26M 0.01% 455
2025
Q4 		$15.1M Buy
342,968
+17,264
+5% +$757K 0.01% 472
2025
Q3 		$14.3M Buy
325,704
+39,556
+14% +$1.7M 0.01% 477
2025
Q2 		$11.9M Sell
286,148
-38,981
-12% -$1.54M 0.01% 480
2025
Q1 		$12.7M Buy
325,129
+94,022
+41% +$3.86M 0.01% 433
2024
Q4 		$9.51M Buy
231,107
+53,472
+30% +$2.27M 0.01% 475
2024
Q3 		$7.35M Buy
+177,635
New +$7.04M 0.01% 521

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

Northwestern Mutual Wealth Management's FSMD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 14% in Q2 2026, selling an estimated $2.92M and leaving 354,956 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #483.

Northwestern Mutual Wealth Management first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 354,956 shares of Fidelity Small-Mid Multifactor ETF worth $18.8M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 59,065 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $2.92M.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.