AssuredPartners Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

AssuredPartners Investment Advisors’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	$229K	Sell	2,970 -65	-2%	-$4.67K	0.02%	381
2026 Q1	$213K	Hold	3,035	–	–	0.02%	377
2025 Q4	$225K	Hold	3,035	–	–	0.03%	316
2025 Q3	$203K	Buy	+3,035	New	+$196K	0.05%	263
2025 Q2	–	Sell	-3,133	Closed	-$214K	–	280
2025 Q1	$214K	Buy	3,133 +65	+2%	+$4.46K	0.04%	303
2024 Q4	$200K	Buy	+3,068	New	+$213K	0.04%	317

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 22.9% 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

AssuredPartners Investment Advisors's FHLC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.1% in Q2 2026, selling an estimated $4.67K and leaving 2,970 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #381.

AssuredPartners Investment Advisors first reported a position in FHLC in Q4 2024 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

AssuredPartners Investment Advisors held 2,970 shares of Fidelity MSCI Health Care Index ETF worth $229K as of Q2 2026.
AssuredPartners Investment Advisors sold 65 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $4.67K.
Fidelity MSCI Health Care Index ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #381 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 6 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.