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Asset Planning Inc’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Asset Planning Inc’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 		$31.4K Hold
406
– – 0.02% 186
2026
Q1 		$28.6K Hold
406
– – 0.02% 186
2025
Q4 		$30.2K Hold
406
– – 0.02% 184
2025
Q3 		$27.1K Hold
406
– – 0.02% 189
2025
Q2 		$26K Hold
406
– – 0.02% 189
2025
Q1 		$27.7K Hold
406
– – 0.02% 191
2024
Q4 		$26.5K Buy
+406
New +$28.2K 0.02% 192

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Asset Planning Inc's FHLC Position: Q2 2026 in Review

Asset Planning Inc held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 406 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #186.

Asset Planning Inc 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.

  • Asset Planning Inc held 406 shares of Fidelity MSCI Health Care Index ETF worth $31.4K as of Q2 2026.
  • Asset Planning Inc left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #186 holding.
  • Asset Planning Inc 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 Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.