One Wealth Management Investment & Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

One Wealth Management Investment & Advisory Services’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	$450K	Sell	4,515 -271	-6%	-$25.4K	0.47%	30
2026 Q1	$414K	Sell	4,786 -137	-3%	-$12.3K	0.5%	34
2025 Q4	$406K	Sell	4,923 -28	-0.6%	-$2.3K	0.44%	38
2025 Q3	$406K	Sell	4,951 -45	-0.9%	-$3.61K	0.47%	34
2025 Q2	$387K	Sell	4,996 -45	-0.9%	-$3.22K	0.5%	34
2025 Q1	$345K	Hold	5,041	–	–	0.57%	34
2024 Q4	$354K	Sell	5,041 -27	-0.5%	-$1.99K	0.56%	32
2024 Q3	$366K	Sell	5,068 -112	-2%	-$7.62K	0.64%	30
2024 Q2	$339K	Hold	5,180	–	–	0.13%	81
2024 Q1	$351K	Sell	5,180 -862	-14%	-$54.4K	0.14%	82
2023 Q4	$370K	Buy	+6,042	New	+$338K	0.16%	83

Other funds holding FIDU

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's FIDU Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 5.7% in Q2 2026, selling an estimated $25.4K and leaving 4,515 shares worth $450K. The position accounts for 0.47% of the portfolio, ranked #30.

One Wealth Management Investment & Advisory Services first reported a position in FIDU in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

One Wealth Management Investment & Advisory Services held 4,515 shares of Fidelity MSCI Industrials Index ETF worth $450K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 271 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $25.4K.
Fidelity MSCI Industrials Index ETF made up 0.47% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #30 holding.
One Wealth Management Investment & Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.