BIA
FHLC icon

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
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

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

Barry Investment Advisors's FHLC Position: Q2 2026 in Review

Barry Investment Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.2% in Q2 2026, selling an estimated $91.4K and leaving 55,280 shares worth $4.27M. The position accounts for 0.89% of the portfolio, ranked #26.

Barry Investment Advisors first reported a position in FHLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2022. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Barry Investment Advisors held 55,280 shares of Fidelity MSCI Health Care Index ETF worth $4.27M as of Q2 2026.
  • Barry Investment Advisors sold 1,272 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $91.4K.
  • Fidelity MSCI Health Care Index ETF made up 0.89% of Barry Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Barry Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Barry Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $10.3M in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.