Robertson Stephens Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Robertson Stephens Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	14,474 +716	+5%	+$72.2K	0.04%	252
2026 Q1	$1.28M	Buy	13,758 +328	+2%	+$32.9K	0.04%	265
2025 Q4	$1.37M	Buy	13,430 +9,878	+278%	+$1M	0.04%	255
2025 Q3	$365K	Sell	3,552 -561	-14%	-$55.4K	0.01%	410
2025 Q2	$387K	Sell	4,113 -159	-4%	-$14K	0.01%	416
2025 Q1	$361K	Sell	4,272 -978	-19%	-$92K	0.01%	419
2024 Q4	$512K	Sell	5,250 -208	-4%	-$19.5K	0.02%	356
2024 Q3	$483K	Sell	5,458 -1,723	-24%	-$143K	0.02%	422
2024 Q2	$582K	Buy	7,181 +3	+0%	+$238	0.03%	310
2024 Q1	$592K	Buy	+7,178	New	+$568K	0.03%	314

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Robertson Stephens Wealth Management's FDIS Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 5.2% in Q2 2026, buying an estimated $72.2K and bringing the position to 14,474 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #252.

Robertson Stephens Wealth Management first reported a position in FDIS in Q1 2024 and has held it in 10 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Robertson Stephens Wealth Management held 14,474 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.49M as of Q2 2026.
Robertson Stephens Wealth Management bought 716 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $72.2K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #252 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2024 and has held it in 10 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.