Atlas Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atlas Capital 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	$2.57M	Sell	33,209 -7,969	-19%	-$572K	0.28%	82
2026 Q1	$2.9M	Buy	41,178 +2,661	+7%	+$196K	0.33%	76
2025 Q4	$2.86M	Buy	+38,517	New	+$2.77M	0.32%	77
2025 Q2	$1.54M	Sell	24,028 -11,921	-33%	-$759K	0.19%	99
2025 Q1	$2.46M	Sell	35,949 -6,591	-15%	-$452K	0.31%	68
2024 Q4	$2.78M	Sell	42,540 -3,199	-7%	-$222K	0.35%	58
2024 Q3	$3.33M	Buy	45,739 +6,583	+17%	+$471K	0.51%	44
2024 Q2	$2.69M	Sell	39,156 -16,509	-30%	-$1.12M	0.35%	59
2024 Q1	$3.88M	Buy	55,665 +22,631	+69%	+$1.53M	0.61%	38
2023 Q4	$2.14M	Sell	33,034 -8,714	-21%	-$532K	0.31%	63
2023 Q3	$2.53M	Buy	41,748 +5,151	+14%	+$324K	0.42%	54
2023 Q2	$2.31M	Sell	36,597 -198	-0.5%	-$12.4K	0.35%	59
2023 Q1	$2.26M	Sell	36,795 -26,268	-42%	-$1.63M	0.36%	56
2022 Q4	$4.03M	Buy	63,063 +34,469	+121%	+$2.16M	0.68%	37
2022 Q3	$1.65M	Buy	28,594 +13,886	+94%	+$854K	0.3%	65
2022 Q2	$892K	Hold	14,708	–	–	0.15%	112
2022 Q1	$966K	Buy	14,708 +179	+1%	+$11.4K	0.15%	124
2021 Q4	$998K	Buy	14,529 +11,832	+439%	+$778K	0.15%	116
2021 Q3	$172K	Buy	2,697 +2,043	+312%	+$135K	0.03%	369
2021 Q2	$41.7K	Buy	654 +589	+906%	+$36.3K	0.01%	544
2021 Q1	$3.83K	Buy	+65	New	+$3.85K	﹤0.01%	767

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

Atlas Capital Advisors's FHLC Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 19% in Q2 2026, selling an estimated $572K and leaving 33,209 shares worth $2.57M. The position accounts for 0.28% of the portfolio, ranked #82.

Atlas Capital Advisors first reported a position in FHLC in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.03M in Q4 2022. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Atlas Capital Advisors held 33,209 shares of Fidelity MSCI Health Care Index ETF worth $2.57M as of Q2 2026.
Atlas Capital Advisors sold 7,969 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $572K.
Fidelity MSCI Health Care Index ETF made up 0.28% of Atlas Capital Advisors's portfolio in Q2 2026, its #82 holding.
Atlas Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 21 quarters since.
Atlas Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $4.03M in Q4 2022.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.