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 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 $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Robertson Stephens Wealth Management's FMAT Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.6% in Q1 2026, selling an estimated $4.69K and leaving 4,868 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #524.

Robertson Stephens Wealth Management first reported a position in FMAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $349K in Q1 2024. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Robertson Stephens Wealth Management held 4,868 shares of Fidelity MSCI Materials Index ETF worth $281K as of Q1 2026.
Robertson Stephens Wealth Management sold 80 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $4.69K.
Fidelity MSCI Materials Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #524 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $349K in Q1 2024.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.