Orion Portfolio Solutions’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Orion Portfolio Solutions’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.61M	Buy	46,461 +66	+0.1%	+$3.98K	0.03%	584
2024 Q4	$2.72M	Sell	46,395 -1,437	-3%	-$83.1K	0.03%	549
2024 Q3	$2.63M	Buy	47,832 +465	+1%	+$24.3K	0.03%	552
2024 Q2	$2.47M	Buy	47,367 +144	+0.3%	+$7.23K	0.03%	552
2024 Q1	$2.34M	Sell	47,223 -24,409	-34%	-$1.16M	0.03%	589
2023 Q4	$3.2M	Buy	71,632 +36,925	+106%	+$1.54M	0.04%	433
2023 Q3	$1.38M	Buy	34,707 +28,442	+454%	+$1.16M	0.02%	779
2023 Q2	$252K	Sell	6,265 -2,585	-29%	-$98.1K	﹤0.01%	1472
2023 Q1	$324K	Buy	+8,850	New	+$308K	﹤0.01%	1320
2020 Q3	–	Sell	-16	Closed	-$1K	–	947
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	1961
2020 Q1	$0	Buy	+16	New	+$550	﹤0.01%	2025

Other funds holding FCOM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Orion Portfolio Solutions's FCOM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 0.14% in Q1 2025, buying an estimated $3.98K and bringing the position to 46,461 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #584.

Orion Portfolio Solutions first reported a position in FCOM in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2023. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

Orion Portfolio Solutions held 46,461 shares of Fidelity MSCI Communication Services Index ETF worth $2.61M as of Q1 2025.
Orion Portfolio Solutions bought 66 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $3.98K.
Fidelity MSCI Communication Services Index ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #584 holding.
Orion Portfolio Solutions first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2020 and has held it in 11 quarters since.
Orion Portfolio Solutions's Fidelity MSCI Communication Services Index ETF position peaked at $3.2M in Q4 2023.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.