HHM Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

HHM Wealth 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 Q1	–	Sell	-700	Closed	-$52K	–	895
2025 Q4	$52K	Hold	700	–	–	0.01%	353
2025 Q3	$46.8K	Hold	700	–	–	0.01%	384
2025 Q2	$44.8K	Hold	700	–	–	0.01%	390
2025 Q1	$47.8K	Hold	700	–	–	0.01%	371
2024 Q4	$45.7K	Hold	700	–	–	0.01%	372
2024 Q3	$51K	Hold	700	–	–	0.01%	338
2024 Q2	$48K	Hold	700	–	–	0.01%	347
2024 Q1	$48.8K	Hold	700	–	–	0.01%	302
2023 Q4	$45.3K	Hold	700	–	–	0.01%	302
2023 Q3	$42.4K	Hold	700	–	–	0.01%	296
2023 Q2	$44.2K	Hold	700	–	–	0.01%	303
2023 Q1	$43K	Hold	700	–	–	0.01%	298
2022 Q4	$44.8K	Hold	700	–	–	0.01%	257
2022 Q3	$40K	Hold	700	–	–	0.01%	262
2022 Q2	$42K	Hold	700	–	–	0.01%	300
2022 Q1	$46K	Hold	700	–	–	0.01%	318
2021 Q4	$48K	Hold	700	–	–	0.01%	316
2021 Q3	$45K	Hold	700	–	–	0.01%	307
2021 Q2	$45K	Hold	700	–	–	0.01%	311
2021 Q1	$41K	Hold	700	–	–	0.01%	301
2020 Q4	$40K	Hold	700	–	–	0.01%	283
2020 Q3	$37K	Hold	700	–	–	0.01%	251
2020 Q2	$35K	Hold	700	–	–	0.01%	255
2020 Q1	$30K	Buy	+700	New	+$33.2K	0.01%	259

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

HHM Wealth Advisors's FHLC Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 700 shares — an estimated $52K sold.

HHM Wealth Advisors first reported a position in FHLC in Q1 2020 and held it in 24 quarters. The position peaked at $52K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

HHM Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 700 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $52K.
HHM Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 24 quarters.
HHM Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $52K in Q4 2025.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.