Abound Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Abound Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.35K	Sell	108 -19	-15%	-$1.36K	﹤0.01%	506
2026 Q1	$8.91K	Sell	127 -144	-53%	-$10.6K	﹤0.01%	577
2025 Q4	$20.1K	Buy	271 +53	+24%	+$3.82K	﹤0.01%	366
2025 Q3	$14.6K	Sell	218 -457	-68%	-$29.5K	﹤0.01%	421
2025 Q2	$43.2K	Buy	675 +457	+210%	+$29.1K	0.01%	219
2025 Q1	$14.9K	Hold	218	–	–	0.01%	346
2024 Q4	$14.2K	Hold	218	–	–	﹤0.01%	335
2024 Q3	$15.9K	Hold	218	–	–	0.01%	333
2024 Q2	$14.9K	Sell	218 -96	-31%	-$6.49K	0.01%	304
2024 Q1	$21.9K	Buy	314 +13	+4%	+$881	0.01%	233
2023 Q4	$19.5K	Buy	301 +1	+0.3%	+$61	0.01%	266
2023 Q3	$18.2K	Hold	300	–	–	0.01%	230
2023 Q2	$18.9K	Hold	300	–	–	0.01%	225
2023 Q1	$18.4K	Buy	300 +1	+0.3%	+$62	0.01%	218
2022 Q4	$19.2K	Hold	299	–	–	0.01%	194
2022 Q3	$17.2K	Hold	299	–	–	0.01%	208
2022 Q2	$18.1K	Buy	+299	New	+$18.6K	0.01%	83

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's FHLC Position: Q2 2026 in Review

Abound Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 15% in Q2 2026, selling an estimated $1.36K and leaving 108 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Abound Wealth Management first reported a position in FHLC in Q2 2022 and has held it in 17 quarters since. The position peaked at $43.2K in Q2 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Abound Wealth Management held 108 shares of Fidelity MSCI Health Care Index ETF worth $8.35K as of Q2 2026.
Abound Wealth Management sold 19 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.36K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #506 holding.
Abound Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $43.2K in Q2 2025.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.