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

Athena 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 		– Sell
-6,807
Closed -$479K – 112
2026
Q1 		$479K Buy
6,807
+1,217
+22% +$89.8K 0.39% 61
2025
Q4 		$415K Buy
+5,590
New +$402K 0.4% 58

Other funds holding FHLC

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

Athena Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 6,807 shares — an estimated $479K sold.

Athena Wealth Management first reported a position in FHLC in Q4 2025 and held it in 2 quarters. The position peaked at $479K in Q1 2026. 97 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Athena Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 6,807 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $479K.
  • Athena Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $479K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.