UBS Group
FSMD icon

UBS Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

UBS Group’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Hold
3,067
– – ﹤0.01% 6912
2026
Q1 		$137K Hold
3,067
– – ﹤0.01% 6831
2025
Q4 		$135K Sell
3,067
-2,644
-46% -$116K ﹤0.01% 6761
2025
Q3 		$251K Buy
5,711
+137
+2% +$5.89K ﹤0.01% 6534
2025
Q2 		$231K Sell
5,574
-389
-7% -$15.3K ﹤0.01% 6628
2025
Q1 		$234K Buy
5,963
+264
+5% +$10.8K ﹤0.01% 6438
2024
Q4 		$235K Buy
5,699
+4,269
+299% +$181K ﹤0.01% 6356
2024
Q3 		$59.2K Hold
1,430
– – ﹤0.01% 6707
2024
Q2 		$53.9K Buy
+1,430
New +$53.9K ﹤0.01% 6637
2024
Q1 		– Sell
-934
Closed -$33.8K – 9545
2023
Q4 		$33.8K Buy
934
+913
+4,348% +$30.1K ﹤0.01% 6778
2023
Q3 		$678 Sell
21
-1,244
-98% -$41.8K ﹤0.01% 8340
2023
Q2 		$42.3K Buy
+1,265
New +$40.6K ﹤0.01% 6570
2023
Q1 		– Sell
-13
Closed -$407 – 9844
2022
Q4 		$407 Buy
+13
New +$409 ﹤0.01% 10201
2022
Q3 		– Sell
-246
Closed -$7K – 10532
2022
Q2 		$7K Sell
246
-1,133
-82% -$36.2K ﹤0.01% 8482
2022
Q1 		$47K Buy
+1,379
New +$47.1K ﹤0.01% 6560
2021
Q4 		– Sell
-54
Closed -$2K – 10401
2021
Q3 		$2K Hold
54
– – ﹤0.01% 8949
2021
Q2 		$2K Sell
54
-551
-91% -$18.6K ﹤0.01% 8944
2021
Q1 		$20K Buy
+605
New +$18.9K ﹤0.01% 7380
2019
Q4 		– Sell
-401
Closed -$10K – 8217
2019
Q3 		$10K Buy
+401
New +$10K ﹤0.01% 7161

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

UBS Group's FSMD Position: Q2 2026 in Review

UBS Group held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 3,067 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #6912.

UBS Group first reported a position in FSMD in Q3 2019 and has held it in 19 quarters since. The position peaked at $251K in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • UBS Group held 3,067 shares of Fidelity Small-Mid Multifactor ETF worth $162K as of Q2 2026.
  • UBS Group left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6912 holding.
  • UBS Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2019 and has held it in 19 quarters since.
  • UBS Group's Fidelity Small-Mid Multifactor ETF position peaked at $251K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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