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O'Shaughnessy Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

O'Shaughnessy Asset Management’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 		$1.97M Buy
19,813
+156
+0.8% +$14.6K 0.01% 916
2026
Q1 		$1.7M Buy
19,657
+456
+2% +$41K 0.01% 950
2025
Q4 		$1.58M Sell
19,201
-687
-3% -$56.4K 0.01% 942
2025
Q3 		$1.63M Hold
19,888
– – 0.01% 911
2025
Q2 		$1.54M Buy
19,888
+3,672
+23% +$263K 0.01% 880
2025
Q1 		$1.11M Buy
16,216
+15,707
+3,086% +$1.12M 0.01% 944
2024
Q4 		$35.8K Buy
509
+45
+10% +$3.32K ﹤0.01% 1965
2024
Q3 		$34.4K Buy
464
+405
+686% +$27.6K ﹤0.01% 1899
2024
Q2 		$3.86K Buy
+59
New +$3.9K ﹤0.01% 1892

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

O'Shaughnessy Asset Management's FIDU Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.79% in Q2 2026, buying an estimated $14.6K and bringing the position to 19,813 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #916.

O'Shaughnessy Asset Management first reported a position in FIDU in Q2 2024 and has held it in 9 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • O'Shaughnessy Asset Management held 19,813 shares of Fidelity MSCI Industrials Index ETF worth $1.97M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 156 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $14.6K.
  • Fidelity MSCI Industrials Index ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #916 holding.
  • O'Shaughnessy Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.