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Roxbury Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Roxbury Financial’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 		$2.98M Buy
56,809
+15
+0% +$796 2.36% 10
2026
Q1 		$2.97M Buy
56,794
+232
+0.4% +$12.4K 2.67% 8
2025
Q4 		$2.78M Buy
56,562
+181
+0.3% +$8.98K 2.5% 9
2025
Q3 		$2.81M Buy
56,381
+168
+0.3% +$8.59K 2.59% 9
2025
Q2 		$2.88M Sell
56,213
-585
-1% -$30K 2.8% 8
2025
Q1 		$2.98M Buy
56,798
+141
+0.2% +$7.12K 2.92% 7
2024
Q4 		$2.96M Buy
+56,657
New +$2.87M 2.86% 7

Other funds holding FSTA

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
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roxbury Financial's FSTA Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.03% in Q2 2026, buying an estimated $796 and bringing the position to 56,809 shares worth $2.98M. The position accounts for 2.36% of the portfolio, ranked #10.

Roxbury Financial first reported a position in FSTA in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Roxbury Financial held 56,809 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.98M as of Q2 2026.
  • Roxbury Financial bought 15 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $796.
  • Fidelity MSCI Consumer Staples Index ETF made up 2.36% of Roxbury Financial's portfolio in Q2 2026, its #10 holding.
  • Roxbury Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

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