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

Bessemer 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	$75K	Hold	975	–	–	﹤0.01%	1590
2026 Q1	$69K	Buy	+975	New	+$71.9K	﹤0.01%	1587
2025 Q2	–	Sell	-132	Closed	-$9K	–	2467
2025 Q1	$9K	Buy	+132	New	+$9.06K	﹤0.01%	1811
2023 Q2	–	Sell	-28	Closed	-$2K	–	2284
2023 Q1	$2K	Buy	+28	New	+$1.74K	﹤0.01%	1809

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 22.96% 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

Bessemer Group's FHLC Position: Q2 2026 in Review

Bessemer Group held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 975 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Bessemer Group first reported a position in FHLC in Q1 2023 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Bessemer Group held 975 shares of Fidelity MSCI Health Care Index ETF worth $75K as of Q2 2026.
Bessemer Group left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1590 holding.
Bessemer Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 4 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.