Atria Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Atria Investments’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	$1.44M	Buy	18,610 +12,731	+217%	+$914K	0.01%	921
2026 Q1	$414K	Buy	5,879 +6	+0.1%	+$443	﹤0.01%	1548
2025 Q4	$436K	Buy	5,873 +586	+11%	+$42.2K	0.01%	1529
2025 Q3	$354K	Sell	5,287 -193	-4%	-$12.5K	﹤0.01%	1626
2025 Q2	$350K	Buy	5,480 +310	+6%	+$19.7K	﹤0.01%	1623
2025 Q1	$353K	Buy	+5,170	New	+$355K	﹤0.01%	1527
2024 Q4	–	Sell	-3,132	Closed	-$228K	–	1899
2024 Q3	$228K	Sell	3,132 -7,330	-70%	-$525K	﹤0.01%	1760
2024 Q2	$718K	Buy	+10,462	New	+$707K	0.01%	1112
2024 Q1	–	Sell	-21,307	Closed	-$1.38M	–	979
2023 Q4	$1.38M	Sell	21,307 -1,790	-8%	-$109K	0.02%	757
2023 Q3	$1.4M	Buy	+23,097	New	+$1.45M	0.02%	703
2023 Q2	–	Sell	-26,906	Closed	-$1.65M	–	842
2023 Q1	$1.65M	Sell	26,906 -3,675	-12%	-$228K	0.03%	606
2022 Q4	$1.96M	Buy	30,581 +221	+0.7%	+$13.8K	0.04%	521
2022 Q3	$1.75M	Buy	30,360 +6,045	+25%	+$372K	0.04%	529
2022 Q2	$1.48M	Buy	+24,315	New	+$1.51M	0.03%	606
2020 Q1	–	Sell	-22,738	Closed	-$1.13M	–	749
2019 Q4	$1.13M	Buy	22,738 +1,502	+7%	+$69.7K	0.03%	482
2019 Q3	$921K	Buy	21,236 +1,231	+6%	+$54.5K	0.03%	439
2019 Q2	$877K	Buy	+20,005	New	+$871K	0.03%	439

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 22.9% 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

Atria Investments's FHLC Position: Q2 2026 in Review

Atria Investments increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 217% in Q2 2026, buying an estimated $914K and bringing the position to 18,610 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #921.

Atria Investments first reported a position in FHLC in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.96M in Q4 2022. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Atria Investments held 18,610 shares of Fidelity MSCI Health Care Index ETF worth $1.44M as of Q2 2026.
Atria Investments bought 12,731 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $914K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #921 holding.
Atria Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and has held it in 17 quarters since.
Atria Investments's Fidelity MSCI Health Care Index ETF position peaked at $1.96M in Q4 2022.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.