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Court Place Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Court Place 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
2025
Q3 		$649K Sell
9,705
-450
-4% -$29.1K 0.2% 81
2025
Q2 		$649K Sell
10,155
-449
-4% -$28.6K 0.2% 81
2025
Q1 		$724K Sell
10,604
-770
-7% -$52.9K 0.24% 75
2024
Q4 		$743K Sell
11,374
-2,429
-18% -$169K 0.24% 76
2024
Q3 		$1M Sell
13,803
-210
-1% -$15K 0.29% 72
2024
Q2 		$961K Sell
14,013
-1,725
-11% -$117K 0.3% 71
2024
Q1 		$1.1M Sell
15,738
-350
-2% -$23.7K 0.35% 64
2023
Q4 		$1.04M Sell
16,088
-625
-4% -$38.2K 0.34% 70
2023
Q3 		$1.01M Sell
16,713
-100
-0.6% -$6.28K 0.36% 65
2023
Q2 		$1.06M Hold
16,813
– – 0.37% 66
2023
Q1 		$1.03M Sell
16,813
-800
-5% -$49.7K 0.37% 68
2022
Q4 		$1.13M Hold
17,613
– – 0.41% 65
2022
Q3 		$1.01M Hold
17,613
– – 0.41% 64
2022
Q2 		$1.07M Hold
17,613
– – 0.4% 66
2022
Q1 		$1.16M Sell
17,613
-3,340
-16% -$213K 0.37% 72
2021
Q4 		$1.44M Buy
20,953
+3,363
+19% +$221K 0.4% 67
2021
Q3 		$1.12M Sell
17,590
-947
-5% -$62.6K 0.33% 75
2021
Q2 		$1.18M Sell
18,537
-7
-0% -$431 0.34% 75
2021
Q1 		$1.09M Buy
18,544
+4
+0% +$237 0.34% 76
2020
Q4 		$1.07M Buy
18,540
+1,394
+8% +$76.9K 0.36% 74
2020
Q3 		$902K Buy
17,146
+4
+0% +$209 0.34% 72
2020
Q2 		$853K Sell
17,142
-121
-0.7% -$5.86K 0.33% 72
2020
Q1 		$742K Sell
17,263
-43
-0.2% -$2.04K 0.33% 72
2019
Q4 		$861K Sell
17,306
-38
-0.2% -$1.76K 0.31% 79
2019
Q3 		$752K Buy
17,344
+6,677
+63% +$296K 0.29% 79
2019
Q2 		$480K Sell
10,667
-456
-4% -$19.9K 0.19% 114
2019
Q1 		$495K Buy
11,123
+12
+0.1% +$523 0.2% 110
2018
Q4 		$459K Buy
11,111
+4
+0% +$176 0.21% 103
2018
Q3 		$520K Buy
11,107
+423
+4% +$18.9K 0.2% 104
2018
Q2 		$441K Sell
10,684
-1,092
-9% -$44.5K 0.18% 108
2018
Q1 		$469K Buy
11,776
+711
+6% +$29.4K 0.2% 106
2017
Q4 		$443K Buy
11,065
+859
+8% +$34.2K 0.18% 112
2017
Q3 		$403K Buy
+10,206
New +$395K 0.18% 111

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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

Court Place Advisors's FHLC Position: Q3 2025 in Review

Court Place Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.4% in Q3 2025, selling an estimated $29.1K and leaving 9,705 shares worth $649K. The position accounts for 0.2% of the portfolio, ranked #81.

Court Place Advisors first reported a position in FHLC in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.44M in Q4 2021. 334 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • Court Place Advisors held 9,705 shares of Fidelity MSCI Health Care Index ETF worth $649K as of Q3 2025.
  • Court Place Advisors sold 450 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $29.1K.
  • Fidelity MSCI Health Care Index ETF made up 0.2% of Court Place Advisors's portfolio in Q3 2025, its #81 holding.
  • Court Place Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2017 and has held it in 33 quarters since.
  • Court Place Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1.44M in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.