FIDU FIDELITY MSCI INDUSTRIALS INDE

Ownership history in LYNCH & ASSOCIATES/IN  ·  45 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY MSCI INDUSTRIALS INDE (FIDU) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q3. The latest visible filing shows FIDU at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in FIDELITY MSCI INDUSTRIALS INDE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FIDU was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held FIDU — position size vs. price
% of Fund (quarterly)    FIDU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25,319 -1,136 -4.3% 0.41% $2.2M 2026-04-08 $91.40
2025 Q4 REDUCED 26,455 -271 -1.0% 0.41% $2.2M 2026-01-07 $84.87
2025 Q3 ADDED 26,726 +1,338 +5.3% 0.42% $2.2M 2025-10-07 $81.85
2025 Q2 ADDED 25,388 +1,255 +5.2% 0.40% $2.0M 2025-07-15 $78.15
2025 Q1 ADDED 24,133 +358 +1.5% 0.36% $1.7M 2025-04-17 $64.98
2024 Q4 REDUCED 23,775 -774 -3.2% 0.36% $1.7M 2025-01-10 $69.10
2024 Q3 ADDED 24,549 +1,175 +5.0% 0.37% $1.8M 2024-10-15 $72.14
2024 Q2 REDUCED 23,374 -87 -0.4% 0.34% $1.5M 2024-08-06 $63.94
2024 Q1 REDUCED 23,461 -2,004 -7.9% 0.37% $1.6M 2024-04-09 $65.71
2023 Q4 REDUCED 25,465 -437 -1.7% 0.38% $1.6M 2024-01-08 $58.31
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and FIDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning FIDU?

LYNCH & ASSOCIATES/IN reported FIDU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FIDU position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for FIDU was 0.42% in 2025 Q3.

What is the latest reported FIDU position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 25,319 shares, equal to 0.41% of portfolio, with an estimated market value of $2.2M.

What does the chart on this FIDU ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FIDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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