Brookstone Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Brookstone Capital Management’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	$320K	Sell	4,144 -22	-0.5%	-$1.58K	﹤0.01%	1084
2026 Q1	$293K	Buy	4,166 +785	+23%	+$57.9K	﹤0.01%	1042
2025 Q4	$251K	Buy	3,381 +53	+2%	+$3.82K	﹤0.01%	1046
2025 Q3	$223K	Sell	3,328 -288	-8%	-$18.6K	﹤0.01%	1066
2025 Q2	$231K	Buy	3,616 +180	+5%	+$11.5K	﹤0.01%	974
2025 Q1	$235K	Sell	3,436 -396	-10%	-$27.2K	﹤0.01%	936
2024 Q4	$250K	Sell	3,832 -207	-5%	-$14.4K	﹤0.01%	881
2024 Q3	$294K	Sell	4,039 -87	-2%	-$6.23K	﹤0.01%	843
2024 Q2	$293K	Sell	4,126 -346	-8%	-$23.4K	﹤0.01%	798
2024 Q1	$312K	Sell	4,472 -428	-9%	-$29K	0.01%	753
2023 Q4	$317K	Sell	4,900 -568	-10%	-$34.7K	0.01%	693
2023 Q3	$329K	Sell	5,468 -699	-11%	-$43.9K	0.01%	667
2023 Q2	$379K	Sell	6,167 -515	-8%	-$32.3K	0.01%	636
2023 Q1	$426K	Sell	6,682 -2,223	-25%	-$138K	0.01%	626
2022 Q4	$570K	Buy	+8,905	New	+$557K	0.01%	549

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

Brookstone Capital Management's FHLC Position: Q2 2026 in Review

Brookstone Capital Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.53% in Q2 2026, selling an estimated $1.58K and leaving 4,144 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Brookstone Capital Management first reported a position in FHLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q4 2022. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Brookstone Capital Management held 4,144 shares of Fidelity MSCI Health Care Index ETF worth $320K as of Q2 2026.
Brookstone Capital Management sold 22 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.58K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1084 holding.
Brookstone Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and has held it in 15 quarters since.
Brookstone Capital Management's Fidelity MSCI Health Care Index ETF position peaked at $570K in Q4 2022.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.