HCA
FHLC icon

Heck Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Heck Capital 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 		$2.35M Sell
30,368
-480
-2% -$34.5K 0.14% 86
2026
Q1 		$2.17M Sell
30,848
-14,839
-32% -$1.09M 0.16% 81
2025
Q4 		$3.39M Sell
45,687
-127
-0.3% -$9.14K 0.25% 64
2025
Q3 		$3.06M Buy
45,814
+300
+0.7% +$19.4K 0.24% 64
2025
Q2 		$2.91M Buy
45,514
+632
+1% +$40.2K 0.25% 60
2025
Q1 		$3.07M Buy
44,882
+6,461
+17% +$444K 0.34% 54
2024
Q4 		$2.51M Sell
38,421
-156
-0.4% -$10.8K 0.29% 57
2024
Q3 		$2.81M Buy
38,577
+180
+0.5% +$12.9K 0.32% 56
2024
Q2 		$2.63M Sell
38,397
-933
-2% -$63K 0.33% 59
2024
Q1 		$2.74M Buy
39,330
+335
+0.9% +$22.7K 0.42% 51
2023
Q4 		$2.52M Sell
38,995
-16,400
-30% -$1M 0.41% 49
2023
Q3 		$3.36M Sell
55,395
-7,741
-12% -$486K 0.62% 43
2023
Q2 		$3.99M Sell
63,136
-4,787
-7% -$300K 0.69% 41
2023
Q1 		$4.18M Buy
67,923
+21,973
+48% +$1.36M 0.8% 35
2022
Q4 		$2.94M Buy
45,950
+11,506
+33% +$719K 0.57% 43
2022
Q3 		$1.99M Sell
34,444
-2,562
-7% -$158K 0.41% 52
2022
Q2 		$2.25M Sell
37,006
-2,394
-6% -$149K 0.45% 50
2022
Q1 		$2.59M Sell
39,400
-641
-2% -$40.8K 0.47% 48
2021
Q4 		$2.75M Sell
40,041
-5,802
-13% -$381K 0.5% 43
2021
Q3 		$2.93M Buy
45,843
+3,178
+7% +$210K 0.58% 38
2021
Q2 		$2.72M Sell
42,665
-928
-2% -$57.2K 0.54% 39
2021
Q1 		$2.57M Buy
43,593
+2,231
+5% +$132K 0.57% 35
2020
Q4 		$2.39M Buy
41,362
+4,430
+12% +$244K 0.58% 34
2020
Q3 		$1.94M Buy
36,932
+5,795
+19% +$303K 0.54% 31
2020
Q2 		$1.55M Sell
31,137
-1,070
-3% -$51.9K 0.33% 30
2020
Q1 		$1.38M Buy
32,207
+2,449
+8% +$116K 0.4% 26
2019
Q4 		$1.48M Buy
29,758
+4,913
+20% +$228K 0.36% 32
2019
Q3 		$1.08M Buy
24,845
+4
+0% +$177 0.33% 33
2019
Q2 		$1.12M Buy
24,841
+7,850
+46% +$342K 0.3% 32
2019
Q1 		$756K Buy
16,991
+2,160
+15% +$94.2K 0.23% 36
2018
Q4 		$613K Buy
14,831
+1,499
+11% +$65.9K 0.23% 36
2018
Q3 		$624K Buy
13,332
+3,460
+35% +$154K 0.21% 42
2018
Q2 		$408K Sell
9,872
-569
-5% -$23.2K 0.15% 48
2018
Q1 		$416K Buy
10,441
+3,469
+50% +$144K 0.18% 40
2017
Q4 		$279K Buy
6,972
+1,672
+32% +$66.6K 0.14% 47
2017
Q3 		$209K Buy
5,300
+1,957
+59% +$75.7K 0.11% 51
2017
Q2 		$128K Buy
3,343
+949
+40% +$34.8K 0.07% 64
2017
Q1 		$85.5K Buy
2,394
+2,270
+1,831% +$79.4K 0.05% 66
2016
Q4 		$4.08K Buy
+124
New +$4.11K ﹤0.01% 69

Other funds holding FHLC

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
TI
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Heck Capital Advisors's FHLC Position: Q2 2026 in Review

Heck Capital Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.6% in Q2 2026, selling an estimated $34.5K and leaving 30,368 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #86.

Heck Capital Advisors first reported a position in FHLC in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.18M in Q1 2023. 166 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Heck Capital Advisors held 30,368 shares of Fidelity MSCI Health Care Index ETF worth $2.35M as of Q2 2026.
  • Heck Capital Advisors sold 480 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $34.5K.
  • Fidelity MSCI Health Care Index ETF made up 0.14% of Heck Capital Advisors's portfolio in Q2 2026, its #86 holding.
  • Heck Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $4.18M in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.