Harbor Asset Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Harbor Asset Planning’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	$40.4K	Hold	523	–	–	0.03%	240
2026 Q1	$36.8K	Hold	523	–	–	0.03%	237
2025 Q4	$38.9K	Hold	523	–	–	0.03%	219
2025 Q3	$35K	Hold	523	–	–	0.03%	223
2025 Q2	$33.4K	Buy	+523	New	+$33.3K	0.03%	222

Other funds holding FHLC

WAM

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Harbor Asset Planning's FHLC Position: Q2 2026 in Review

Harbor Asset Planning held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 523 shares worth $40.4K. The position accounts for 0.03% of the portfolio, ranked #240.

Harbor Asset Planning first reported a position in FHLC in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Harbor Asset Planning held 523 shares of Fidelity MSCI Health Care Index ETF worth $40.4K as of Q2 2026.
Harbor Asset Planning left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #240 holding.
Harbor Asset Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.