AtlasMark Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

AtlasMark Financial’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 Q3	–	Sell	-4,400	Closed	-$340K	–	46
2026 Q2	$340K	Hold	4,400	–	–	0.17%	35
2026 Q1	$327K	Hold	4,400	–	–	0.21%	30
2025 Q4	$327K	Hold	4,400	–	–	0.21%	30
2025 Q3	$294K	Hold	4,400	–	–	0.2%	34
2025 Q2	$281K	Hold	4,400	–	–	0.21%	32
2025 Q1	$301K	Hold	4,400	–	–	0.28%	30
2024 Q4	$288K	Hold	4,400	–	–	0.26%	31
2024 Q3	$320K	Buy	+4,400	New	+$315K	0.3%	32
2023 Q2	$278K	Hold	4,400	–	–	0.34%	33
2023 Q1	$270K	Buy	+4,400	New	+$273K	0.35%	33
2022 Q3	$254K	Hold	4,400	–	–	0.38%	33
2022 Q2	$267K	Hold	4,400	–	–	0.39%	35
2022 Q1	$289K	Hold	4,400	–	–	0.37%	36
2021 Q4	$302K	Hold	4,400	–	–	0.37%	35
2021 Q3	$281K	Hold	4,400	–	–	0.38%	34
2021 Q2	$280K	Hold	4,400	–	–	0.37%	36
2021 Q1	$259K	Hold	4,400	–	–	0.36%	36
2020 Q4	$254K	Hold	4,400	–	–	0.38%	35
2020 Q3	$231K	Hold	4,400	–	–	0.4%	35
2020 Q2	$219K	Buy	+4,400	New	+$213K	0.43%	35
2020 Q1	–	Sell	-4,400	Closed	-$219K	–	34
2019 Q4	$219K	Buy	+4,400	New	+$204K	0.5%	34

Other funds holding FHLC

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

AtlasMark Financial's FHLC Position: Q3 2026 in Review

AtlasMark Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026, closing a stake of 4,400 shares — an estimated $340K sold.

AtlasMark Financial first reported a position in FHLC in Q4 2019 and held it in 21 quarters. The position peaked at $340K in Q2 2026. 153 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

AtlasMark Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2026 after selling out during the quarter.
AtlasMark Financial sold 4,400 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $340K.
AtlasMark Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 21 quarters.
AtlasMark Financial's Fidelity MSCI Health Care Index ETF position peaked at $340K in Q2 2026.
153 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.