UBS AM
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UBS AM’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

UBS AM’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 		$15.4K Hold
150
– – ﹤0.01% 3182
2026
Q1 		$14K Buy
+150
New +$15K ﹤0.01% 3226

Other funds holding FDIS

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

UBS AM's FDIS Position: Q2 2026 in Review

UBS AM held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 150 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

UBS AM first reported a position in FDIS in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • UBS AM held 150 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $15.4K as of Q2 2026.
  • UBS AM left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3182 holding.
  • UBS AM first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.