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Congress Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Congress Wealth 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
2025
Q2 		$1.33M Buy
20,777
+7,682
+59% +$489K 0.01% 638
2025
Q1 		$895K Buy
13,095
+1,438
+12% +$98.7K 0.01% 659
2024
Q4 		$762K Sell
11,657
-3,657
-24% -$254K 0.01% 563
2024
Q3 		$1.11M Buy
15,314
+3,395
+28% +$243K 0.01% 501
2024
Q2 		$818K Buy
11,919
+4,868
+69% +$329K 0.01% 459
2024
Q1 		$492K Buy
7,051
+3,577
+103% +$242K 0.01% 452
2023
Q4 		$225K Sell
3,474
-228
-6% -$13.9K ﹤0.01% 578
2023
Q3 		$224K Sell
3,702
-401
-10% -$25.2K ﹤0.01% 567
2023
Q2 		$259K Sell
4,103
-1,226
-23% -$76.9K 0.01% 502
2023
Q1 		$328K Sell
5,329
-89
-2% -$5.52K 0.01% 475
2022
Q4 		$347K Sell
5,418
-378
-7% -$23.6K 0.01% 457
2022
Q3 		$334K Sell
5,796
-27
-0.5% -$1.66K 0.01% 455
2022
Q2 		$353K Buy
5,823
+1,619
+39% +$100K 0.01% 449
2022
Q1 		$276K Sell
4,204
-2,966
-41% -$189K 0.01% 528
2021
Q4 		$493K Buy
+7,170
New +$471K 0.01% 467

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Congress Wealth Management's FHLC Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 59% in Q2 2025, buying an estimated $489K and bringing the position to 20,777 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #638.

Congress Wealth Management first reported a position in FHLC in Q4 2021 and has held it in 15 quarters since. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Congress Wealth Management held 20,777 shares of Fidelity MSCI Health Care Index ETF worth $1.33M as of Q2 2025.
  • Congress Wealth Management bought 7,682 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $489K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #638 holding.
  • Congress Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 15 quarters since.
  • 337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.