Anchor Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Anchor Investment 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	$77.3K	Hold	1,000	–	–	0.01%	531
2026 Q1	$70.4K	Hold	1,000	–	–	0.01%	539
2025 Q4	$74.3K	Hold	1,000	–	–	0.01%	535
2025 Q3	$66.9K	Hold	1,000	–	–	0.01%	548
2025 Q2	$64K	Hold	1,000	–	–	0.01%	545
2025 Q1	$68.3K	Hold	1,000	–	–	0.01%	519
2024 Q4	$65.3K	Hold	1,000	–	–	0.01%	528
2024 Q3	$72.8K	Hold	1,000	–	–	0.01%	517
2024 Q2	$68.6K	Hold	1,000	–	–	0.01%	485
2024 Q1	$69.8K	Hold	1,000	–	–	0.01%	491
2023 Q4	$64.7K	Hold	1,000	–	–	0.01%	493
2023 Q3	$60.6K	Hold	1,000	–	–	0.01%	483
2023 Q2	$63.1K	Hold	1,000	–	–	0.01%	474
2023 Q1	$61.5K	Hold	1,000	–	–	0.01%	499
2022 Q4	$64K	Hold	1,000	–	–	0.01%	481
2022 Q3	$57.6K	Hold	1,000	–	–	0.01%	484
2022 Q2	$60.7K	Hold	1,000	–	–	0.01%	509
2022 Q1	$65.7K	Hold	1,000	–	–	0.01%	515
2021 Q4	$68.7K	Hold	1,000	–	–	0.01%	520
2021 Q3	$63.8K	Hold	1,000	–	–	0.01%	492
2021 Q2	$63.7K	Buy	1,000 +43	+4%	+$2.65K	0.01%	502
2021 Q1	$56.4K	Buy	957 +130	+16%	+$7.69K	0.01%	497
2020 Q4	$47.8K	Buy	827 +167	+25%	+$9.21K	0.01%	474
2020 Q3	$34.7K	Buy	+660	New	+$34.5K	0.01%	493

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

Anchor Investment Management's FHLC Position: Q2 2026 in Review

Anchor Investment Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 1,000 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #531.

Anchor Investment Management first reported a position in FHLC in Q3 2020 and has held it in 24 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Anchor Investment Management held 1,000 shares of Fidelity MSCI Health Care Index ETF worth $77.3K as of Q2 2026.
Anchor Investment Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #531 holding.
Anchor Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and has held it in 24 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.