Arax Advisory Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Arax Advisory Partners’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	$1.73M	Buy	22,451 +15,560	+226%	+$1.12M	0.01%	917
2026 Q1	$485K	Sell	6,891 -1,326	-16%	-$97.8K	0.01%	665
2025 Q4	$610K	Buy	+8,217	New	+$592K	0.02%	526
2025 Q3	–	Sell	-35,216	Closed	-$2.28M	–	3828
2025 Q2	$2.28M	Buy	35,216 +6,094	+21%	+$388K	0.11%	143
2025 Q1	$1.99M	Buy	29,122 +7,534	+35%	+$517K	0.13%	116
2024 Q4	$1.41M	Buy	+21,588	New	+$1.5M	0.09%	136
2024 Q1	–	Sell	-164	Closed	-$10.6K	–	1341
2023 Q4	$10.6K	Hold	164	–	–	﹤0.01%	757
2023 Q3	$9.91K	Buy	164 +1	+0.6%	+$63	﹤0.01%	726
2023 Q2	$10.3K	Buy	+163	New	+$10.2K	﹤0.01%	699

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

Arax Advisory Partners's FHLC Position: Q2 2026 in Review

Arax Advisory Partners increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 226% in Q2 2026, buying an estimated $1.12M and bringing the position to 22,451 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #917.

Arax Advisory Partners first reported a position in FHLC in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.28M in Q2 2025. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Arax Advisory Partners held 22,451 shares of Fidelity MSCI Health Care Index ETF worth $1.73M as of Q2 2026.
Arax Advisory Partners bought 15,560 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.12M.
Fidelity MSCI Health Care Index ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #917 holding.
Arax Advisory Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 9 quarters since.
Arax Advisory Partners's Fidelity MSCI Health Care Index ETF position peaked at $2.28M in Q2 2025.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.