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 Q3	$298K	Hold	3,650	–	–	0.18%	52
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

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Apex Wealth Management's FHLC Position: Q3 2026 in Review

Apex Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 3,650 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #52.

Apex Wealth Management first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Apex Wealth Management held 3,650 shares of Fidelity MSCI Health Care Index ETF worth $298K as of Q3 2026.
Apex Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Health Care Index ETF made up 0.18% of Apex Wealth Management's portfolio in Q3 2026, its #52 holding.
Apex Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
97 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.