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

Eldridge 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 		$614K Hold
8,721
– – 0.13% 92
2025
Q4 		$648K Sell
8,721
-219
-2% -$15.8K 0.14% 90
2025
Q3 		$598K Hold
8,940
– – 0.14% 98
2025
Q2 		$572K Hold
8,940
– – 0.12% 103
2025
Q1 		$611K Hold
8,940
– – 0.14% 101
2024
Q4 		$584K Sell
8,940
-17,609
-66% -$1.22M 0.14% 102
2024
Q3 		$1.93M Buy
26,549
+60
+0.2% +$4.29K 0.45% 50
2024
Q2 		$1.82M Sell
26,489
-1,379
-5% -$93.2K 0.46% 49
2024
Q1 		$1.94M Hold
27,868
– – 0.5% 45
2023
Q4 		$1.8M Buy
27,868
+18,928
+212% +$1.16M 0.47% 51
2023
Q3 		$542K Sell
8,940
-40,023
-82% -$2.51M 0.18% 85
2023
Q2 		$3.09M Sell
48,963
-2,122
-4% -$133K 1.01% 26
2023
Q1 		$3.14M Sell
51,085
-453
-0.9% -$28.1K 1.09% 23
2022
Q4 		$3.3M Buy
51,538
+262
+0.5% +$16.4K 1.15% 20
2022
Q3 		$2.96M Buy
51,276
+13,367
+35% +$822K 1.15% 21
2022
Q2 		$2.3M Buy
37,909
+28,945
+323% +$1.8M 0.87% 23
2022
Q1 		$589K Sell
8,964
-3,656
-29% -$233K 0.2% 67
2021
Q4 		$866K Buy
12,620
+1,516
+14% +$99.7K 0.29% 61
2021
Q3 		$709K Buy
11,104
+1
+0% +$66 0.25% 60
2021
Q2 		$708K Sell
11,103
-399
-3% -$24.6K 0.26% 60
2021
Q1 		$678K Buy
11,502
+566
+5% +$33.5K 0.26% 56
2020
Q4 		$632K Buy
10,936
+41
+0.4% +$2.26K 0.26% 52
2020
Q3 		$573K Sell
10,895
-647
-6% -$33.8K 0.27% 51
2020
Q2 		$574K Buy
11,542
+811
+8% +$39.3K 0.29% 50
2020
Q1 		$461K Buy
10,731
+1,427
+15% +$67.6K 0.26% 54
2019
Q4 		$463K Sell
9,304
-430
-4% -$20K 0.23% 60
2019
Q3 		$422K Buy
+9,734
New +$431K 0.22% 61

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Eldridge Investment Advisors's FHLC Position: Q1 2026 in Review

Eldridge Investment Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2026 at 8,721 shares worth $614K. The position accounts for 0.13% of the portfolio, ranked #92.

Eldridge Investment Advisors first reported a position in FHLC in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.3M in Q4 2022. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Eldridge Investment Advisors held 8,721 shares of Fidelity MSCI Health Care Index ETF worth $614K as of Q1 2026.
  • Eldridge Investment Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.13% of Eldridge Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Eldridge Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and has held it in 27 quarters since.
  • Eldridge Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.3M in Q4 2022.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.