Gladstone Institutional Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gladstone Institutional Advisory’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	$282K	Sell	3,648 -50	-1%	-$3.59K	0.01%	757
2026 Q1	$260K	Buy	+3,698	New	+$273K	0.01%	723
2025 Q4	–	Sell	-4,976	Closed	-$333K	–	813
2025 Q3	$333K	Buy	+4,976	New	+$321K	0.01%	613

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

Gladstone Institutional Advisory's FHLC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.4% in Q2 2026, selling an estimated $3.59K and leaving 3,648 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #757.

Gladstone Institutional Advisory first reported a position in FHLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $333K in Q3 2025. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Gladstone Institutional Advisory held 3,648 shares of Fidelity MSCI Health Care Index ETF worth $282K as of Q2 2026.
Gladstone Institutional Advisory sold 50 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $3.59K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #757 holding.
Gladstone Institutional Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 3 quarters since.
Gladstone Institutional Advisory's Fidelity MSCI Health Care Index ETF position peaked at $333K in Q3 2025.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.