P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$576K	Sell	5,787 -24	-0.4%	-$2.25K	0.09%	118
2026 Q1	$503K	Sell	5,811 -128	-2%	-$11.5K	0.08%	120
2025 Q4	$490K	Sell	5,939 -57	-1%	-$4.68K	0.08%	127
2025 Q3	$491K	Sell	5,996 -55	-0.9%	-$4.41K	0.08%	127
2025 Q2	$469K	Sell	6,051 -285	-4%	-$20.4K	0.08%	129
2025 Q1	$434K	Sell	6,336 -32	-0.5%	-$2.29K	0.08%	120
2024 Q4	$448K	Buy	6,368 +498	+8%	+$36.7K	0.08%	119
2024 Q3	$424K	Buy	+5,870	New	+$400K	0.07%	128

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

P.J. Schmidt Investment Management (PJS)'s FIDU Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.41% in Q2 2026, selling an estimated $2.25K and leaving 5,787 shares worth $576K. The position accounts for 0.09% of the portfolio, ranked #118.

P.J. Schmidt Investment Management (PJS) first reported a position in FIDU in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 5,787 shares of Fidelity MSCI Industrials Index ETF worth $576K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 24 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $2.25K.
Fidelity MSCI Industrials Index ETF made up 0.09% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #118 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.