Robertson Stephens Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Hold	4,868	–	–	0.01%	536
2026 Q1	$281K	Sell	4,868 -80	-2%	-$4.69K	0.01%	524
2025 Q4	$263K	Sell	4,948 -326	-6%	-$16.8K	0.01%	542
2025 Q3	$277K	Hold	5,274	–	–	0.01%	463
2025 Q2	$263K	Hold	5,274	–	–	0.01%	479
2025 Q1	$255K	Sell	5,274 -152	-3%	-$7.55K	0.01%	481
2024 Q4	$261K	Hold	5,426	–	–	0.01%	496
2024 Q3	$294K	Hold	5,426	–	–	0.01%	531
2024 Q2	$268K	Sell	5,426 -1,231	-18%	-$62.6K	0.01%	432
2024 Q1	$349K	Sell	6,657 -47	-0.7%	-$2.29K	0.02%	403
2023 Q4	$327K	Buy	+6,704	New	+$302K	0.02%	370

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

IFA

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Robertson Stephens Wealth Management held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2026 at 4,868 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #536.

Robertson Stephens Wealth Management first reported a position in FMAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2024. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Robertson Stephens Wealth Management held 4,868 shares of Fidelity MSCI Materials Index ETF worth $285K as of Q2 2026.
Robertson Stephens Wealth Management left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Materials Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #536 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 11 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $349K in Q1 2024.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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