HI
FHLC icon

Harbour Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Harbour 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
Q2 		$2.51M Buy
32,475
+403
+1% +$28.9K 0.03% 469
2026
Q1 		$2.26M Buy
32,072
+2,339
+8% +$173K 0.03% 459
2025
Q4 		$2.21M Sell
29,733
-6,665
-18% -$480K 0.04% 362
2025
Q3 		$2.43M Buy
36,398
+5,040
+16% +$326K 0.06% 299
2025
Q2 		$2.01M Buy
31,358
+531
+2% +$33.8K 0.05% 329
2025
Q1 		$2.11M Sell
30,827
-5,085
-14% -$349K 0.06% 280
2024
Q4 		$2.35M Sell
35,912
-3,613
-9% -$251K 0.07% 251
2024
Q3 		$2.88M Sell
39,525
-585,044
-94% -$41.9M 0.09% 198
2024
Q2 		$42.8M Buy
624,569
+77,883
+14% +$5.26M 1.45% 10
2024
Q1 		$38.1M Buy
546,686
+69,959
+15% +$4.74M 1.35% 12
2023
Q4 		$30.8M Buy
476,727
+39,957
+9% +$2.44M 1.28% 12
2023
Q3 		$26.5M Buy
436,770
+49,993
+13% +$3.14M 1.33% 10
2023
Q2 		$24.4M Buy
386,777
+35,340
+10% +$2.22M 1.21% 12
2023
Q1 		$21.6M Sell
351,437
-67,352
-16% -$4.18M 1.18% 13
2022
Q4 		$26.8M Buy
418,789
+5,851
+1% +$366K 1.64% 9
2022
Q3 		$25.1M Hold
412,938
– – 1.69% 9
2022
Q2 		$25.1M Buy
+412,938
New +$25.6M 1.69% 9
2021
Q4 		$21.2M Sell
308,710
-4,790
-2% -$315K 1.26% 10
2021
Q3 		$20M Buy
313,500
+4,915
+2% +$325K 0.64% 32
2021
Q2 		$19.7M Sell
308,585
-33,452
-10% -$2.06M 0.63% 31
2021
Q1 		$20.2M Buy
+342,037
New +$20.2M 0.73% 26

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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's FHLC Position: Q2 2026 in Review

Harbour Investments increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 32,475 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #469.

Harbour Investments first reported a position in FHLC in Q1 2021 and has held it in 21 quarters since. The position peaked at $42.8M in Q2 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Harbour Investments held 32,475 shares of Fidelity MSCI Health Care Index ETF worth $2.51M as of Q2 2026.
  • Harbour Investments bought 403 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $28.9K.
  • Fidelity MSCI Health Care Index ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #469 holding.
  • Harbour Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Fidelity MSCI Health Care Index ETF position peaked at $42.8M in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.