William Blair & Company
FSMD icon

William Blair & Company’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

William Blair & Company’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 		$64.2K Buy
1,214
+204
+20% +$10.1K ﹤0.01% 1743
2026
Q1 		$45.2K Buy
1,010
+620
+159% +$28.4K ﹤0.01% 1704
2025
Q4 		$17.2K Buy
390
+1
+0.3% +$44 ﹤0.01% 1740
2025
Q3 		$17.1K Buy
389
+134
+53% +$5.76K ﹤0.01% 1730
2025
Q2 		$10.6K Buy
+255
New +$10.1K ﹤0.01% 1724

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

William Blair & Company's FSMD Position: Q2 2026 in Review

William Blair & Company increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 20% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,214 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

William Blair & Company first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • William Blair & Company held 1,214 shares of Fidelity Small-Mid Multifactor ETF worth $64.2K as of Q2 2026.
  • William Blair & Company bought 204 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $10.1K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1743 holding.
  • William Blair & Company first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.