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Chicago Partners Investment Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Chicago Partners Investment 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 		$642K Buy
8,184
+12
+0.1% +$862 0.01% 854
2026
Q1 		$579K Buy
8,172
+10
+0.1% +$738 0.01% 804
2025
Q4 		$617K Buy
8,162
+12
+0.1% +$864 0.02% 656
2025
Q3 		$571K Buy
8,150
+664
+9% +$42.9K 0.01% 629
2025
Q2 		$485K Sell
7,486
-365
-5% -$23.2K 0.01% 614
2025
Q1 		$500K Buy
7,851
+4,213
+116% +$289K 0.02% 515
2024
Q4 		$243K Buy
3,638
+14
+0.4% +$973 0.01% 741
2024
Q3 		$258K Buy
3,624
+12
+0.3% +$859 0.01% 670
2024
Q2 		$257K Sell
3,612
-95
-3% -$6.42K 0.01% 639
2024
Q1 		$247K Buy
3,707
+12
+0.3% +$813 0.01% 625
2023
Q4 		$242K Buy
3,695
+13
+0.4% +$794 0.01% 591
2023
Q3 		$219K Buy
3,682
+12
+0.3% +$754 0.01% 588
2023
Q2 		$232K Buy
+3,670
New +$230K 0.01% 591

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 22.9% 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

Chicago Partners Investment Group's FHLC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.15% in Q2 2026, buying an estimated $862 and bringing the position to 8,184 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #854.

Chicago Partners Investment Group first reported a position in FHLC in Q2 2023 and has held it in 13 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Chicago Partners Investment Group held 8,184 shares of Fidelity MSCI Health Care Index ETF worth $642K as of Q2 2026.
  • Chicago Partners Investment Group bought 12 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $862.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #854 holding.
  • Chicago Partners Investment Group first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.