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Cornell Pochily Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cornell Pochily Investment Advisors’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
Q1 		– Sell
-2,752
Closed -$204K – 182
2025
Q4 		$204K Buy
+2,752
New +$198K 0.06% 176
2025
Q3 		– Sell
-3,391
Closed -$217K – 180
2025
Q2 		$217K Buy
3,391
+10
+0.3% +$637 0.07% 163
2025
Q1 		$231K Buy
3,381
+4
+0.1% +$275 0.08% 154
2024
Q4 		$221K Sell
3,377
-51
-1% -$3.54K 0.08% 161
2024
Q3 		$250K Sell
3,428
-3,294
-49% -$236K 0.09% 159
2024
Q2 		$461K Buy
6,722
+112
+2% +$7.57K 0.18% 115
2024
Q1 		$461K Buy
+6,610
New +$448K 0.18% 112
2022
Q2 		– Sell
-3,006
Closed -$305K – 166
2022
Q1 		$305K Buy
+3,006
New +$191K 0.12% 140

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cornell Pochily Investment Advisors's FHLC Position: Q1 2026 in Review

Cornell Pochily Investment Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 2,752 shares — an estimated $204K sold.

Cornell Pochily Investment Advisors first reported a position in FHLC in Q1 2022 and held it in 8 quarters. The position peaked at $461K in Q1 2024. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Cornell Pochily Investment Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 2,752 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $204K.
  • Cornell Pochily Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 8 quarters.
  • Cornell Pochily Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $461K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.