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Penobscot Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Penobscot Wealth 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 		$3.92M Buy
39,321
+1,330
+4% +$125K 1.05% 18
2026
Q1 		$3.29M Buy
37,991
+2,585
+7% +$233K 0.97% 21
2025
Q4 		$2.92M Buy
35,406
+787
+2% +$64.6K 0.9% 22
2025
Q3 		$2.84M Buy
34,619
+5,243
+18% +$420K 0.91% 22
2025
Q2 		$2.28M Buy
29,376
+2,471
+9% +$177K 0.82% 25
2025
Q1 		$1.84M Buy
26,905
+12,016
+81% +$859K 0.77% 23
2024
Q4 		$1.05M Buy
14,889
+248
+2% +$18.3K 0.48% 31
2024
Q3 		$1.06M Buy
14,641
+1,463
+11% +$99.6K 0.57% 31
2024
Q2 		$855K Buy
13,178
+1,869
+17% +$124K 0.51% 33
2024
Q1 		$767K Buy
+11,309
New +$714K 0.48% 33

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

Penobscot Wealth Management's FIDU Position: Q2 2026 in Review

Penobscot Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.5% in Q2 2026, buying an estimated $125K and bringing the position to 39,321 shares worth $3.92M. The position accounts for 1.05% of the portfolio, ranked #18.

Penobscot Wealth Management first reported a position in FIDU in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Penobscot Wealth Management held 39,321 shares of Fidelity MSCI Industrials Index ETF worth $3.92M as of Q2 2026.
  • Penobscot Wealth Management bought 1,330 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $125K.
  • Fidelity MSCI Industrials Index ETF made up 1.05% of Penobscot Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Penobscot Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.