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Barry Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Barry Investment 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
Q3 		$4.34M Sell
53,070
-2,210
-4% -$179K 0.83% 24
2026
Q2 		$4.27M Sell
55,280
-1,272
-2% -$91.4K 0.89% 26
2026
Q1 		$3.98M Sell
56,552
-258
-0.5% -$19K 0.88% 28
2025
Q4 		$4.22M Buy
56,810
+50
+0.1% +$3.6K 0.94% 27
2025
Q3 		$3.8M Sell
56,760
-91
-0.2% -$5.88K 0.87% 28
2025
Q2 		$3.64M Sell
56,851
-990
-2% -$63K 0.91% 29
2025
Q1 		$3.95M Sell
57,841
-1,099
-2% -$75.4K 1.05% 29
2024
Q4 		$3.85M Sell
58,940
-1,511
-2% -$105K 1.24% 25
2024
Q3 		$4.4M Sell
60,451
-825
-1% -$59K 1.34% 25
2024
Q2 		$4.2M Sell
61,276
-1,282
-2% -$86.6K 1.42% 24
2024
Q1 		$4.36M Sell
62,558
-1,008
-2% -$68.3K 1.45% 25
2023
Q4 		$4.11M Sell
63,566
-8,656
-12% -$529K 1.39% 26
2023
Q3 		$4.38M Sell
72,222
-13,783
-16% -$866K 1.57% 25
2023
Q2 		$5.43M Sell
86,005
-11,094
-11% -$696K 1.83% 21
2023
Q1 		$5.97M Sell
97,099
-21,185
-18% -$1.31M 1.96% 22
2022
Q4 		$7.57M Sell
118,284
-33,711
-22% -$2.11M 2.39% 15
2022
Q3 		$8.76M Sell
151,995
-1,971
-1% -$121K 3% 10
2022
Q2 		$9.34M Sell
153,966
-2,716
-2% -$169K 2.8% 10
2022
Q1 		$10.3M Buy
+156,682
New +$9.97M 2.73% 12

Other funds holding FHLC

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Barry Investment Advisors's FHLC Position: Q3 2026 in Review

Barry Investment Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4% in Q3 2026, selling an estimated $179K and leaving 53,070 shares worth $4.34M. The position accounts for 0.83% of the portfolio, ranked #24.

Barry Investment Advisors first reported a position in FHLC in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.3M in Q1 2022. 40 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Barry Investment Advisors held 53,070 shares of Fidelity MSCI Health Care Index ETF worth $4.34M as of Q3 2026.
  • Barry Investment Advisors sold 2,210 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $179K.
  • Fidelity MSCI Health Care Index ETF made up 0.83% of Barry Investment Advisors's portfolio in Q3 2026, its #24 holding.
  • Barry Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 19 quarters since.
  • Barry Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $10.3M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.