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Fidelity msci indl indx shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Fidelity msci indl indx (FIDU) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci indl indx held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci indl indx by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 14k 81.94
2025-06-30 $887k 11k 77.53
2025-03-31 $763k 11k 68.47
2024-12-31 $775k 11k 70.31
2024-09-30 $791k 11k 72.17
2024-06-30 $721k 11k 65.37
2024-03-31 $748k 11k 67.81
2023-12-31 $468k 7.6k 61.23
2023-09-30 $286k 5.3k 54.12
2023-06-30 $201k 3.5k 56.87
2023-03-31 $187k 3.5k 52.89
2022-12-31 $179k 3.5k 50.71