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Triumph Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Triumph Capital Management’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.9K Sell
845
-223
-21% -$22.5K 0.02% 526
2026
Q1 		$99.6K Sell
1,068
-8
-0.7% -$801 0.02% 462
2025
Q4 		$110K Buy
+1,076
New +$109K 0.02% 422
2024
Q3 		– Sell
-12,066
Closed -$977K – 279
2024
Q2 		$977K Sell
12,066
-22
-0.2% -$1.75K 0.38% 66
2024
Q1 		$990K Buy
+12,088
New +$957K 0.4% 53

Other funds holding FDIS

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Triumph Capital Management's FDIS Position: Q2 2026 in Review

Triumph Capital Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 21% in Q2 2026, selling an estimated $22.5K and leaving 845 shares worth $86.9K. The position accounts for 0.02% of the portfolio, ranked #526.

Triumph Capital Management first reported a position in FDIS in Q1 2024 and has held it in 5 quarters since. The position peaked at $990K in Q1 2024. 53 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Triumph Capital Management held 845 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $86.9K as of Q2 2026.
  • Triumph Capital Management sold 223 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $22.5K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #526 holding.
  • Triumph Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2024 and has held it in 5 quarters since.
  • Triumph Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $990K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.