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Steward Partners Investment Advisory’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$4.45M Buy
75,990
+10,457
+16% +$621K 0.02% 607
2026
Q1 		$3.78M Buy
65,533
+3,862
+6% +$226K 0.02% 616
2025
Q4 		$3.28M Buy
61,671
+732
+1% +$37.8K 0.02% 612
2025
Q3 		$3.2M Buy
60,939
+5,676
+10% +$295K 0.02% 615
2025
Q2 		$2.76M Buy
55,263
+55,032
+23,823% +$2.64M 0.02% 595
2025
Q1 		$11.1K Sell
231
-321
-58% -$16K ﹤0.01% 3043
2024
Q4 		$26.6K Buy
552
+1
+0.2% +$53 ﹤0.01% 2642
2024
Q3 		$29.9K Buy
551
+1
+0.2% +$51 ﹤0.01% 2473
2024
Q2 		$27.2K Buy
550
+2
+0.4% +$102 ﹤0.01% 2392
2024
Q1 		$28.7K Buy
548
+318
+138% +$15.5K ﹤0.01% 2361
2023
Q4 		$11.2K Hold
230
– – ﹤0.01% 2658
2023
Q3 		$10.2K Hold
230
– – ﹤0.01% 2591
2023
Q2 		$10.7K Sell
230
-545
-70% -$24.4K ﹤0.01% 2546
2023
Q1 		$35.3K Hold
775
– – ﹤0.01% 2008
2022
Q4 		$33.8K Buy
775
+50
+7% +$2.15K ﹤0.01% 1991
2022
Q3 		$28K Buy
725
+11
+2% +$464 ﹤0.01% 2062
2022
Q2 		$29K Buy
714
+430
+151% +$20.1K ﹤0.01% 2059
2022
Q1 		$14K Buy
+284
New +$13.6K ﹤0.01% 2523

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's FMAT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 16% in Q2 2026, buying an estimated $621K and bringing the position to 75,990 shares worth $4.45M. The position accounts for 0.02% of the portfolio, ranked #607.

Steward Partners Investment Advisory first reported a position in FMAT in Q1 2022 and has held it in 18 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • Steward Partners Investment Advisory held 75,990 shares of Fidelity MSCI Materials Index ETF worth $4.45M as of Q2 2026.
  • Steward Partners Investment Advisory bought 10,457 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $621K.
  • Fidelity MSCI Materials Index ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #607 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and has held it in 18 quarters since.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.