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Trail Ridge Investment Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Trail Ridge Investment Advisors’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 		$1.67M Sell
16,732
-1,172
-7% -$110K 0.7% 34
2026
Q1 		$1.55M Buy
17,904
+729
+4% +$65.6K 0.67% 39
2025
Q4 		$1.42M Buy
17,175
+1,819
+12% +$149K 0.61% 42
2025
Q3 		$1.26M Buy
15,356
+171
+1% +$13.7K 0.56% 42
2025
Q2 		$1.22M Sell
15,185
-658
-4% -$47.1K 0.59% 41
2025
Q1 		$1.08M Sell
15,843
-7,586
-32% -$542K 0.56% 43
2024
Q4 		$1.65M Buy
23,429
+272
+1% +$20K 0.78% 36
2024
Q3 		$1.68M Buy
23,157
+556
+2% +$37.8K 0.8% 35
2024
Q2 		$1.48M Buy
22,601
+2,253
+11% +$149K 0.76% 38
2024
Q1 		$1.38M Sell
20,348
-3,362
-14% -$212K 0.78% 36
2023
Q4 		$1.45M Sell
23,710
-1,182
-5% -$66.2K 0.89% 36
2023
Q3 		$1.35M Buy
24,892
+600
+2% +$34.1K 0.92% 35
2023
Q2 		$1.38M Sell
24,292
-631
-3% -$33.4K 0.85% 39
2023
Q1 		$1.32M Buy
24,923
+3,860
+18% +$203K 0.86% 38
2022
Q4 		$1.07M Buy
21,063
+704
+3% +$34.9K 0.74% 47
2022
Q3 		$1.05M Buy
20,359
+4,339
+27% +$209K 0.7% 46
2022
Q2 		$724K Buy
16,020
+922
+6% +$45.1K 0.49% 62
2022
Q1 		$812K Buy
15,098
+7,938
+111% +$422K 0.5% 59
2021
Q4 		$402K Buy
+7,160
New +$396K 0.24% 100

Other funds holding FIDU

Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Trail Ridge Investment Advisors's FIDU Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.5% in Q2 2026, selling an estimated $110K and leaving 16,732 shares worth $1.67M. The position accounts for 0.7% of the portfolio, ranked #34.

Trail Ridge Investment Advisors first reported a position in FIDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q3 2024. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Trail Ridge Investment Advisors held 16,732 shares of Fidelity MSCI Industrials Index ETF worth $1.67M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 1,172 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $110K.
  • Fidelity MSCI Industrials Index ETF made up 0.7% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Trail Ridge Investment Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.68M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.