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

Apollon 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	$11.8M	Sell	153,172 -63,240	-29%	-$4.54M	0.14%	139
2026 Q1	$15.2M	Buy	216,412 +23,135	+12%	+$1.71M	0.25%	87
2025 Q4	$14.4M	Buy	193,277 +17,738	+10%	+$1.28M	0.25%	81
2025 Q3	$11.7M	Buy	175,539 +5,163	+3%	+$334K	0.21%	97
2025 Q2	$10.9M	Buy	170,376 +14,802	+10%	+$943K	0.22%	91
2025 Q1	$10.6M	Buy	155,574 +11,067	+8%	+$760K	0.23%	84
2024 Q4	$9.44M	Buy	+144,507	New	+$10M	0.22%	86
2023 Q3	–	Sell	-3,217	Closed	-$203K	–	927
2023 Q2	$203K	Buy	+3,217	New	+$202K	0.01%	865
2020 Q3	–	Sell	-268	Closed	-$13K	–	333
2020 Q2	$13K	Buy	+268	New	+$13K	0.01%	454

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

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

Apollon Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 29% in Q2 2026, selling an estimated $4.54M and leaving 153,172 shares worth $11.8M. The position accounts for 0.14% of the portfolio, ranked #139.

Apollon Wealth Management first reported a position in FHLC in Q2 2020 and has held it in 9 quarters since. The position peaked at $15.2M in Q1 2026. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Apollon Wealth Management held 153,172 shares of Fidelity MSCI Health Care Index ETF worth $11.8M as of Q2 2026.
Apollon Wealth Management sold 63,240 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $4.54M.
Fidelity MSCI Health Care Index ETF made up 0.14% of Apollon Wealth Management's portfolio in Q2 2026, its #139 holding.
Apollon Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 9 quarters since.
Apollon Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $15.2M in Q1 2026.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.