HRC Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

HRC Wealth Management’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	$523K	Sell	6,776 -231	-3%	-$16.6K	0.21%	39
2026 Q1	$493K	Sell	7,007 -780	-10%	-$57.6K	0.23%	38
2025 Q4	$578K	Sell	7,787 -7	-0.1%	-$504	0.28%	33
2025 Q3	$521K	Buy	7,794 +64	+0.8%	+$4.13K	0.25%	33
2025 Q2	$494K	Buy	7,730 +10	+0.1%	+$637	0.26%	32
2025 Q1	$527K	Sell	7,720 -1,064	-12%	-$73K	0.33%	27
2024 Q4	$574K	Buy	8,784 +407	+5%	+$28.3K	0.34%	25
2024 Q3	$610K	Buy	8,377 +67	+0.8%	+$4.79K	0.39%	19
2024 Q2	$570K	Buy	8,310 +411	+5%	+$27.8K	0.39%	19
2024 Q1	$551K	Sell	7,899 -181	-2%	-$12.3K	0.4%	19
2023 Q4	$523K	Buy	+8,080	New	+$494K	0.45%	15

Other funds holding FHLC

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HRC Wealth Management's FHLC Position: Q2 2026 in Review

HRC Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.3% in Q2 2026, selling an estimated $16.6K and leaving 6,776 shares worth $523K. The position accounts for 0.21% of the portfolio, ranked #39.

HRC Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $610K in Q3 2024. 164 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

HRC Wealth Management held 6,776 shares of Fidelity MSCI Health Care Index ETF worth $523K as of Q2 2026.
HRC Wealth Management sold 231 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $16.6K.
Fidelity MSCI Health Care Index ETF made up 0.21% of HRC Wealth Management's portfolio in Q2 2026, its #39 holding.
HRC Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
HRC Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $610K in Q3 2024.
164 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.