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Stonebridge Financial Planning Group’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Stonebridge Financial Planning Group’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Buy
26,583
+3,812
+17% +$274K 0.67% 48
2025
Q4 		$1.67M Buy
22,771
+2,269
+11% +$161K 0.6% 56
2025
Q3 		$1.46M Buy
20,502
+4,277
+26% +$289K 0.55% 58
2025
Q2 		$1.05M Buy
16,225
+601
+4% +$35K 0.44% 67
2025
Q1 		$879K Buy
15,624
+895
+6% +$53.9K 0.4% 76
2024
Q4 		$865K Sell
14,729
-297
-2% -$17.2K 0.39% 71
2024
Q3 		$828K Buy
15,026
+55
+0.4% +$2.87K 0.39% 72
2024
Q2 		$782K Sell
14,971
-298
-2% -$15K 0.39% 70
2024
Q1 		$757K Buy
15,269
+2,042
+15% +$96.8K 0.4% 76
2023
Q4 		$589K Buy
13,227
+2,286
+21% +$95.4K 0.34% 81
2023
Q3 		$434K Buy
+10,941
New +$447K 0.28% 90
2022
Q2 		– Sell
-6,223
Closed -$283K – 116
2022
Q1 		$283K Sell
6,223
-4,155
-40% -$193K 0.16% 95
2021
Q4 		$487K Sell
10,378
-11,391
-52% -$600K 0.26% 75
2021
Q3 		$1.18M Buy
+21,769
New +$1.2M 0.58% 47

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return