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 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

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

AtlasMark Financial's FHLC Position: Q2 2026 in Review

AtlasMark Financial held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 4,400 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #35.

AtlasMark Financial first reported a position in FHLC in Q4 2019 and has held it in 21 quarters since. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

AtlasMark Financial held 4,400 shares of Fidelity MSCI Health Care Index ETF worth $340K as of Q2 2026.
AtlasMark Financial left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.17% of AtlasMark Financial's portfolio in Q2 2026, its #35 holding.
AtlasMark Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 21 quarters since.
383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.