Blue Trust Inc
FHLC icon

Blue Trust Inc’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Blue Trust Inc’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 		$16.8K Buy
205
+5
+3% +$405 ﹤0.01% 1563
2026
Q2 		$15.4K Hold
200
– – ﹤0.01% 1735
2026
Q1 		$14.1K Hold
200
– – ﹤0.01% 1745
2025
Q4 		$14.9K Sell
200
-3
-1% -$216 ﹤0.01% 1760
2025
Q3 		$13.6K Buy
203
+3
+2% +$194 ﹤0.01% 1779
2025
Q2 		$12.8K Hold
200
– – ﹤0.01% 1817
2025
Q1 		$13.7K Hold
200
– – ﹤0.01% 1778
2024
Q4 		$13.1K Buy
+200
New +$13.9K ﹤0.01% 1736

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Blue Trust Inc's FHLC Position: Q3 2026 in Review

Blue Trust Inc increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.5% in Q3 2026, buying an estimated $405 and bringing the position to 205 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Blue Trust Inc first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Blue Trust Inc held 205 shares of Fidelity MSCI Health Care Index ETF worth $16.8K as of Q3 2026.
  • Blue Trust Inc bought 5 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $405.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1563 holding.
  • Blue Trust Inc first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.