BI
FHLC icon

Beckerman Institutional’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Beckerman Institutional’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 		$2.78M Buy
35,930
+1,573
+5% +$113K 1.32% 23
2026
Q1 		$2.42M Buy
34,357
+422
+1% +$31.1K 1.28% 23
2025
Q4 		$2.52M Buy
33,935
+88
+0.3% +$6.34K 1.42% 18
2025
Q3 		$2.26M Buy
33,847
+1,003
+3% +$64.8K 1.33% 19
2025
Q2 		$2.1M Buy
32,844
+270
+0.8% +$17.2K 1.39% 19
2025
Q1 		$2.23M Buy
32,574
+3,160
+11% +$217K 1.61% 15
2024
Q4 		$1.92M Sell
29,414
-65
-0.2% -$4.52K 1.54% 16
2024
Q3 		$2.15M Buy
+29,479
New +$2.11M 1.81% 13

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

Beckerman Institutional's FHLC Position: Q2 2026 in Review

Beckerman Institutional increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.6% in Q2 2026, buying an estimated $113K and bringing the position to 35,930 shares worth $2.78M. The position accounts for 1.32% of the portfolio, ranked #23.

Beckerman Institutional first reported a position in FHLC in Q3 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Beckerman Institutional held 35,930 shares of Fidelity MSCI Health Care Index ETF worth $2.78M as of Q2 2026.
  • Beckerman Institutional bought 1,573 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $113K.
  • Fidelity MSCI Health Care Index ETF made up 1.32% of Beckerman Institutional's portfolio in Q2 2026, its #23 holding.
  • Beckerman Institutional first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.