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

Atomi Financial Group’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 		$467K Buy
6,049
+203
+3% +$14.6K 0.01% 803
2026
Q1 		$411K Sell
5,846
-159
-3% -$11.7K 0.01% 792
2025
Q4 		$446K Sell
6,005
-1,737
-22% -$125K 0.01% 745
2025
Q3 		$518K Sell
7,742
-127
-2% -$8.21K 0.02% 638
2025
Q2 		$503K Buy
7,869
+4
+0.1% +$255 0.02% 594
2025
Q1 		$537K Sell
7,865
-1,092
-12% -$75K 0.02% 507
2024
Q4 		$585K Sell
8,957
-182
-2% -$12.6K 0.03% 424
2024
Q3 		$665K Sell
9,139
-451
-5% -$32.3K 0.04% 355
2024
Q2 		$658K Sell
9,590
-273
-3% -$18.4K 0.05% 306
2024
Q1 		$688K Buy
9,863
+1,820
+23% +$123K 0.06% 249
2023
Q4 		$520K Buy
8,043
+169
+2% +$10.3K 0.07% 257
2023
Q3 		$477K Sell
7,874
-147
-2% -$9.24K 0.16% 163
2023
Q2 		$506K Buy
8,021
+303
+4% +$19K 0.23% 128
2023
Q1 		$474K Buy
+7,718
New +$479K 0.27% 105

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

Atomi Financial Group's FHLC Position: Q2 2026 in Review

Atomi Financial Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.5% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,049 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #803.

Atomi Financial Group first reported a position in FHLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $688K in Q1 2024. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Atomi Financial Group held 6,049 shares of Fidelity MSCI Health Care Index ETF worth $467K as of Q2 2026.
  • Atomi Financial Group bought 203 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $14.6K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #803 holding.
  • Atomi Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Fidelity MSCI Health Care Index ETF position peaked at $688K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.