Bogart Wealth LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bogart Wealth LLC’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	$773	Hold	10	–	–	﹤0.01%	1669
2026 Q1	$704	Hold	10	–	–	﹤0.01%	1516
2025 Q4	$743	Hold	10	–	–	﹤0.01%	1374
2025 Q3	$669	Hold	10	–	–	﹤0.01%	1347
2025 Q2	$640	Hold	10	–	–	﹤0.01%	1288
2025 Q1	$683	Hold	10	–	–	﹤0.01%	1222
2024 Q4	$654	Hold	10	–	–	﹤0.01%	1249
2024 Q3	$728	Hold	10	–	–	﹤0.01%	1044
2024 Q2	$686	Hold	10	–	–	﹤0.01%	1028
2024 Q1	$698	Hold	10	–	–	﹤0.01%	991
2023 Q4	$647	Hold	10	–	–	﹤0.01%	988
2023 Q3	$606	Hold	10	–	–	﹤0.01%	995
2023 Q2	$631	Hold	10	–	–	﹤0.01%	975
2023 Q1	$615	Hold	10	–	–	﹤0.01%	1022
2022 Q4	$640	Buy	+10	New	+$625	﹤0.01%	899

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 22.9% 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

Bogart Wealth LLC's FHLC Position: Q2 2026 in Review

Bogart Wealth LLC held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 10 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Bogart Wealth LLC first reported a position in FHLC in Q4 2022 and has held it in 15 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Bogart Wealth LLC held 10 shares of Fidelity MSCI Health Care Index ETF worth $773 as of Q2 2026.
Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #1669 holding.
Bogart Wealth LLC first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and has held it in 15 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.