Fischer Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Fischer Financial Services’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 Q3	$14.3M	Buy	174,539 +342	+0.2%	+$27.7K	3.51%	9
2026 Q2	$13.5M	Buy	174,197 +2,755	+2%	+$198K	3.38%	10
2026 Q1	$12.1M	Buy	171,442 +369	+0.2%	+$27.2K	4.06%	9
2025 Q4	$12.7M	Buy	171,073 +4,272	+3%	+$308K	3.36%	10
2025 Q3	$11.2M	Sell	166,801 -464	-0.3%	-$30K	3%	12
2025 Q2	$10.7M	Buy	167,265 +1,230	+0.7%	+$78.3K	3.15%	12
2025 Q1	$11.3M	Buy	166,035 +737	+0.4%	+$50.6K	3.65%	10
2024 Q4	$10.8M	Buy	+165,298	New	+$11.5M	3.4%	10

Other funds holding FHLC

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Fischer Financial Services's FHLC Position: Q3 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.2% in Q3 2026, buying an estimated $27.7K and bringing the position to 174,539 shares worth $14.3M. The position accounts for 3.51% of the portfolio, ranked #9.

Fischer Financial Services first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Fischer Financial Services held 174,539 shares of Fidelity MSCI Health Care Index ETF worth $14.3M as of Q3 2026.
Fischer Financial Services bought 342 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $27.7K.
Fidelity MSCI Health Care Index ETF made up 3.51% of Fischer Financial Services's portfolio in Q3 2026, its #9 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.