Robertson Stephens Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73M	Buy	13,061 +251	+2%	+$65.6K	0.09%	147
2026 Q1	$2.67M	Buy	12,810 +153	+1%	+$33.6K	0.07%	181
2025 Q4	$2.84M	Buy	12,657 +6,242	+97%	+$1.41M	0.07%	173
2025 Q3	$1.43M	Hold	6,415	–	–	0.04%	215
2025 Q2	$1.27M	Sell	6,415 -53	-0.8%	-$9.17K	0.04%	239
2025 Q1	$1.04M	Buy	6,468 +53	+0.8%	+$9.5K	0.04%	262
2024 Q4	$1.19M	Sell	6,415 -8	-0.1%	-$1.46K	0.04%	241
2024 Q3	$1.12M	Buy	6,423 +8	+0.1%	+$1.35K	0.04%	262
2024 Q2	$1.1M	Sell	6,415 -1,785	-22%	-$282K	0.06%	214
2024 Q1	$1.28M	Sell	8,200 -83	-1%	-$12.5K	0.07%	203
2023 Q4	$1.19M	Buy	8,283 +1,191	+17%	+$158K	0.07%	204
2023 Q3	$872K	Hold	7,092	–	–	0.06%	226
2023 Q2	$926K	Hold	7,092	–	–	0.07%	200
2023 Q1	$808K	Buy	7,092 +3,562	+101%	+$372K	0.06%	222
2022 Q4	$334K	Buy	+3,530	New	+$341K	0.03%	318
2022 Q3	–	Sell	-2,489	Closed	-$240K	–	373
2022 Q2	$240K	Buy	+2,489	New	+$265K	0.02%	326

Other funds holding FTEC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2% in Q2 2026, buying an estimated $65.6K and bringing the position to 13,061 shares worth $3.73M. The position accounts for 0.09% of the portfolio, ranked #147.

Robertson Stephens Wealth Management first reported a position in FTEC in Q2 2022 and has held it in 16 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Robertson Stephens Wealth Management held 13,061 shares of Fidelity MSCI Information Technology Index ETF worth $3.73M as of Q2 2026.
Robertson Stephens Wealth Management bought 251 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $65.6K.
Fidelity MSCI Information Technology Index ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #147 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2022 and has held it in 16 quarters since.
651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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