Robertson Stephens Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Hold	8,635	–	–	0.01%	456
2026 Q1	$452K	Hold	8,635	–	–	0.01%	436
2025 Q4	$425K	Buy	8,635 +4,102	+90%	+$203K	0.01%	465
2025 Q3	$226K	Hold	4,533	–	–	0.01%	496
2025 Q2	$232K	Hold	4,533	–	–	0.01%	509
2025 Q1	$232K	Sell	4,533 -389	-8%	-$19.6K	0.01%	504
2024 Q4	$243K	Hold	4,922	–	–	0.01%	513
2024 Q3	$251K	Hold	4,922	–	–	0.01%	550
2024 Q2	$233K	Sell	4,922 -14,045	-74%	-$665K	0.01%	457
2024 Q1	$902K	Sell	18,967 -16	-0.1%	-$733	0.05%	249
2023 Q4	$849K	Buy	18,983 +5,811	+44%	+$249K	0.05%	239
2023 Q3	$561K	Hold	13,172	–	–	0.04%	288
2023 Q2	$598K	Sell	13,172 -336	-2%	-$15.3K	0.04%	258
2023 Q1	$610K	Buy	13,508 +1,884	+16%	+$83.4K	0.05%	269
2022 Q4	$521K	Sell	11,624 -215	-2%	-$9.44K	0.05%	259
2022 Q3	$475K	Sell	11,839 -1,504	-11%	-$66.3K	0.05%	225
2022 Q2	$577K	Hold	13,343	–	–	0.05%	225
2022 Q1	$611K	Hold	13,343	–	–	0.05%	231
2021 Q4	$622K	Sell	13,343 -2	-0%	-$88	0.05%	237
2021 Q3	$558K	Sell	13,345 -546	-4%	-$23.6K	0.06%	192
2021 Q2	$591K	Hold	13,891	–	–	0.07%	193
2021 Q1	$577K	Buy	13,891 +403	+3%	+$16.2K	0.09%	164
2020 Q4	$548K	Hold	13,488	–	–	0.11%	131
2020 Q3	$514K	Buy	+13,488	New	+$507K	0.13%	130

Other funds holding FSTA

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

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

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

Robertson Stephens Wealth Management held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 8,635 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #456.

Robertson Stephens Wealth Management first reported a position in FSTA in Q3 2020 and has held it in 24 quarters since. The position peaked at $902K in Q1 2024. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Robertson Stephens Wealth Management held 8,635 shares of Fidelity MSCI Consumer Staples Index ETF worth $454K as of Q2 2026.
Robertson Stephens Wealth Management left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #456 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and has held it in 24 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $902K in Q1 2024.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

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