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

GHP 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 Q2	$34.9K	Hold	451	–	–	﹤0.01%	625
2026 Q1	$31.7K	Hold	451	–	–	﹤0.01%	623
2025 Q4	$33.5K	Hold	451	–	–	﹤0.01%	572
2025 Q3	$30.1K	Buy	451 +1	+0.2%	+$65	﹤0.01%	577
2025 Q2	$28.8K	Hold	450	–	–	﹤0.01%	580
2025 Q1	$30.8K	Sell	450 -27	-6%	-$1.85K	﹤0.01%	549
2024 Q4	$31.2K	Buy	477 +27	+6%	+$1.88K	﹤0.01%	547
2024 Q3	$32.7K	Hold	450	–	–	﹤0.01%	558
2024 Q2	$30.8K	Buy	450 +1	+0.2%	+$68	﹤0.01%	545
2024 Q1	$31.4K	Hold	449	–	–	﹤0.01%	540
2023 Q4	$29.1K	Hold	449	–	–	﹤0.01%	534
2023 Q3	$27.3K	Hold	449	–	–	﹤0.01%	568
2023 Q2	$28.7K	Hold	449	–	–	﹤0.01%	553
2023 Q1	$27.6K	Hold	449	–	–	﹤0.01%	555
2022 Q4	$28.7K	Buy	449 +1	+0.2%	+$63	﹤0.01%	546
2022 Q3	$26K	Hold	448	–	–	﹤0.01%	545
2022 Q2	$27K	Hold	448	–	–	﹤0.01%	540
2022 Q1	$29K	Buy	+448	New	+$28.5K	﹤0.01%	559

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GHP Investment Advisors's FHLC Position: Q2 2026 in Review

GHP Investment Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 451 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

GHP Investment Advisors first reported a position in FHLC in Q1 2022 and has held it in 18 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

GHP Investment Advisors held 451 shares of Fidelity MSCI Health Care Index ETF worth $34.9K as of Q2 2026.
GHP Investment Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #625 holding.
GHP Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 18 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.