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

Robertson Stephens 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	$825K	Buy	8,285 +408	+5%	+$38.3K	0.02%	351
2026 Q1	$681K	Buy	7,877 +234	+3%	+$21K	0.02%	364
2025 Q4	$630K	Buy	+7,643	New	+$627K	0.02%	385

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

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

Robertson Stephens Wealth Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 5.2% in Q2 2026, buying an estimated $38.3K and bringing the position to 8,285 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #351.

Robertson Stephens Wealth Management first reported a position in FIDU in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Robertson Stephens Wealth Management held 8,285 shares of Fidelity MSCI Industrials Index ETF worth $825K as of Q2 2026.
Robertson Stephens Wealth Management bought 408 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $38.3K.
Fidelity MSCI Industrials Index ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #351 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2025 and has held it in 3 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

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