O'Shaughnessy Asset Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

O'Shaughnessy Asset 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	$49.6K	Buy	938 +847	+931%	+$41.9K	﹤0.01%	2266
2026 Q1	$4.07K	Hold	91	–	–	﹤0.01%	2517
2025 Q4	$4.02K	Hold	91	–	–	﹤0.01%	2498
2025 Q3	$4K	Sell	91 -96	-51%	-$4.13K	﹤0.01%	2432
2025 Q2	$7.75K	Buy	+187	New	+$7.37K	﹤0.01%	2197

Other funds holding FSMD

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

O'Shaughnessy Asset Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 931% in Q2 2026, buying an estimated $41.9K and bringing the position to 938 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

O'Shaughnessy Asset Management first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

O'Shaughnessy Asset Management held 938 shares of Fidelity Small-Mid Multifactor ETF worth $49.6K as of Q2 2026.
O'Shaughnessy Asset Management bought 847 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $41.9K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2266 holding.
O'Shaughnessy Asset Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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