Roxbury Financial’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Roxbury Financial’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	$1.45M	Buy	14,605 +178	+1%	+$16.7K	1.15%	21
2026 Q1	$1.25M	Sell	14,427 -31	-0.2%	-$2.79K	1.12%	24
2025 Q4	$1.19M	Sell	14,458 -42	-0.3%	-$3.45K	1.07%	26
2025 Q3	$1.19M	Sell	14,500 -160	-1%	-$12.8K	1.1%	26
2025 Q2	$1.14M	Sell	14,660 -198	-1%	-$14.2K	1.11%	27
2025 Q1	$1.07M	Sell	14,858 -263	-2%	-$18.8K	1.04%	28
2024 Q4	$1.17M	Buy	+15,121	New	+$1.11M	1.13%	26

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

Roxbury Financial's FIDU Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 14,605 shares worth $1.45M. The position accounts for 1.15% of the portfolio, ranked #21.

Roxbury Financial first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Roxbury Financial held 14,605 shares of Fidelity MSCI Industrials Index ETF worth $1.45M as of Q2 2026.
Roxbury Financial bought 178 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $16.7K.
Fidelity MSCI Industrials Index ETF made up 1.15% of Roxbury Financial's portfolio in Q2 2026, its #21 holding.
Roxbury Financial first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.