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Atlantic Union Bankshares’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atlantic Union Bankshares’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 		$211K Buy
2,737
+202
+8% +$14.5K ﹤0.01% 613
2026
Q1 		$178K Hold
2,535
– – ﹤0.01% 607
2025
Q4 		$188K Hold
2,535
– – ﹤0.01% 598
2025
Q3 		$170K Buy
+2,535
New +$164K ﹤0.01% 633

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

Atlantic Union Bankshares's FHLC Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 8% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,737 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Atlantic Union Bankshares first reported a position in FHLC in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Atlantic Union Bankshares held 2,737 shares of Fidelity MSCI Health Care Index ETF worth $211K as of Q2 2026.
  • Atlantic Union Bankshares bought 202 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $14.5K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #613 holding.
  • Atlantic Union Bankshares first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.