Osaic Holdings
FUTY icon

Osaic Holdings’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Osaic Holdings’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.4M Buy
793,095
+314,740
+66% +$18.4M 0.05% 357
2026
Q1 		$28.3M Sell
478,355
-233,428
-33% -$13.5M 0.04% 452
2025
Q4 		$39.3M Sell
711,783
-81,898
-10% -$4.69M 0.06% 334
2025
Q3 		$44.4M Buy
793,681
+48,680
+7% +$2.66M 0.06% 321
2025
Q2 		$39.2M Buy
745,001
+166,037
+29% +$8.54M 0.07% 291
2025
Q1 		$29.5M Buy
578,964
+238,297
+70% +$12M 0.07% 303
2024
Q4 		$16.6M Buy
340,667
+57,315
+20% +$2.92M 0.04% 460
2024
Q3 		$14.7M Buy
283,352
+16,954
+6% +$811K 0.03% 520
2024
Q2 		$11.7M Buy
266,398
+1,726
+0.7% +$76.5K 0.03% 570
2024
Q1 		$11.2M Buy
264,672
+38,867
+17% +$1.56M 0.03% 627
2023
Q4 		$9.24M Sell
225,805
-68,373
-23% -$2.68M 0.02% 845
2023
Q3 		$11.2M Sell
294,178
-27,153
-8% -$1.13M 0.02% 809
2023
Q2 		$13.6M Buy
321,331
+57,438
+22% +$2.5M 0.02% 620
2023
Q1 		$11.6M Sell
263,893
-124,105
-32% -$5.46M 0.02% 700
2022
Q4 		$17.7M Buy
387,998
+12,831
+3% +$564K 0.04% 480
2022
Q3 		$15.8M Buy
375,167
+37,150
+11% +$1.75M 0.04% 465
2022
Q2 		$15.3M Buy
338,017
+12,191
+4% +$568K 0.03% 480
2022
Q1 		$15.7M Buy
325,826
+85,573
+36% +$3.83M 0.03% 539
2021
Q4 		$11.1M Buy
240,253
+23,017
+11% +$1M 0.02% 684
2021
Q3 		$8.95M Buy
217,236
+28,957
+15% +$1.25M 0.02% 720
2021
Q2 		$7.75M Sell
188,279
-12,671
-6% -$537K 0.02% 789
2021
Q1 		$8.34M Sell
200,950
-36,930
-16% -$1.49M 0.02% 679
2020
Q4 		$9.65M Buy
237,880
+40,187
+20% +$1.63M 0.03% 535
2020
Q3 		$7.5M Buy
197,693
+14,406
+8% +$550K 0.02% 571
2020
Q2 		$6.69M Sell
183,287
-17,157
-9% -$639K 0.02% 579
2020
Q1 		$7.22M Buy
+200,444
New +$8.34M 0.03% 475

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's FUTY Position: Q2 2026 in Review

Osaic Holdings increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 66% in Q2 2026, buying an estimated $18.4M and bringing the position to 793,095 shares worth $46.4M. The position accounts for 0.05% of the portfolio, ranked #357.

Osaic Holdings first reported a position in FUTY in Q1 2020 and has held it in 26 quarters since. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Osaic Holdings held 793,095 shares of Fidelity MSCI Utilities Index ETF worth $46.4M as of Q2 2026.
  • Osaic Holdings bought 314,740 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $18.4M.
  • Fidelity MSCI Utilities Index ETF made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #357 holding.
  • Osaic Holdings first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 26 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.