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

Apex 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	$282K	Hold	3,650	–	–	0.17%	56
2026 Q1	$257K	Hold	3,650	–	–	0.18%	56
2025 Q4	$273K	Hold	3,650	–	–	0.28%	44
2025 Q3	$244K	Sell	3,650 -439	-11%	-$28.4K	0.17%	54
2025 Q2	$261K	Buy	4,089 +17	+0.4%	+$1.08K	0.21%	47
2025 Q1	$278K	Buy	4,072 +14	+0.3%	+$961	0.25%	43
2024 Q4	$265K	Buy	+4,058	New	+$282K	0.23%	45

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

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

Apex Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 3,650 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #56.

Apex Wealth Management first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Apex Wealth Management held 3,650 shares of Fidelity MSCI Health Care Index ETF worth $282K as of Q2 2026.
Apex Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.17% of Apex Wealth Management's portfolio in Q2 2026, its #56 holding.
Apex Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.