GHI
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Gross & Hartman Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gross & Hartman Investments’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 		– Sell
-3,764
Closed -$280K – 74
2025
Q4 		$280K Buy
+3,764
New +$271K 0.16% 58

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 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

Gross & Hartman Investments's FHLC Position: Q1 2026 in Review

Gross & Hartman Investments sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 3,764 shares — an estimated $280K sold.

Gross & Hartman Investments first reported a position in FHLC in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Gross & Hartman Investments reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • Gross & Hartman Investments sold 3,764 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $280K.
  • Gross & Hartman Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and held it in 1 quarter.
  • Gross & Hartman Investments's Fidelity MSCI Health Care Index ETF position peaked at $280K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Gross & Hartman Investments's 13F filing for Q1 2026, filed 15 May 2026.