Holos Integrated Wealth
FHLC icon

Holos Integrated Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Holos Integrated Wealth’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
Q3 		$71.4K Hold
848
– – 0.03% 139
2026
Q2 		$68K Hold
848
– – 0.03% 140
2026
Q1 		$59.8K Hold
848
– – 0.03% 144
2025
Q4 		$63.2K Hold
848
– – 0.04% 113
2025
Q3 		$57.9K Hold
848
– – 0.03% 112
2025
Q2 		$52.7K Hold
848
– – 0.03% 113
2025
Q1 		$57.9K Hold
848
– – 0.04% 107
2024
Q4 		$55.4K Buy
+848
New +$58.9K 0.04% 106

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Holos Integrated Wealth's FHLC Position: Q3 2026 in Review

Holos Integrated Wealth held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 848 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #139.

Holos Integrated Wealth first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Holos Integrated Wealth held 848 shares of Fidelity MSCI Health Care Index ETF worth $71.4K as of Q3 2026.
  • Holos Integrated Wealth left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #139 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.