Stonebridge Financial Planning Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Stonebridge Financial Planning Group’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	$447K	Sell	8,510 -690	-8%	-$36.6K	0.14%	131
2026 Q1	$481K	Sell	9,200 -800	-8%	-$42.7K	0.18%	122
2025 Q4	$492K	Sell	10,000 -955	-9%	-$47.4K	0.18%	118
2025 Q3	$546K	Buy	10,955 +1,847	+20%	+$94.4K	0.21%	112
2025 Q2	$466K	Hold	9,108	–	–	0.19%	116
2025 Q1	$466K	Hold	9,108	–	–	0.21%	114
2024 Q4	$450K	Sell	9,108 -2,880	-24%	-$146K	0.2%	119
2024 Q3	$612K	Sell	11,988 -1,538	-11%	-$76.2K	0.29%	94
2024 Q2	$641K	Sell	13,526 -2,786	-17%	-$132K	0.32%	85
2024 Q1	$776K	Sell	16,312 -1,079	-6%	-$49.5K	0.41%	71
2023 Q4	$776K	Sell	17,391 -6,584	-27%	-$282K	0.45%	59
2023 Q3	$1.02M	Sell	23,975 -4,677	-16%	-$210K	0.65%	45
2023 Q2	$1.3M	Buy	28,652 +3,322	+13%	+$151K	0.79%	38
2023 Q1	$1.14M	Buy	25,330 +2,707	+12%	+$120K	0.74%	43
2022 Q4	$1.01M	Buy	22,623 +7,125	+46%	+$313K	0.67%	50
2022 Q3	$622K	Buy	15,498 +3,269	+27%	+$144K	0.44%	63
2022 Q2	$529K	Buy	+12,229	New	+$552K	0.36%	65

Other funds holding FSTA

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

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

Stonebridge Financial Planning Group's FSTA Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 7.5% in Q2 2026, selling an estimated $36.6K and leaving 8,510 shares worth $447K. The position accounts for 0.14% of the portfolio, ranked #131.

Stonebridge Financial Planning Group first reported a position in FSTA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q2 2023. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Stonebridge Financial Planning Group held 8,510 shares of Fidelity MSCI Consumer Staples Index ETF worth $447K as of Q2 2026.
Stonebridge Financial Planning Group sold 690 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $36.6K.
Fidelity MSCI Consumer Staples Index ETF made up 0.14% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #131 holding.
Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and has held it in 17 quarters since.
Stonebridge Financial Planning Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.3M in Q2 2023.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.