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Jeff Yass’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Jeff Yass’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 		– Sell
-69,385
Closed -$4.98M – 13721
2026
Q1 		$4.88M Buy
69,385
+44,213
+176% +$3.26M ﹤0.01% 4269
2025
Q4 		$1.87M Buy
25,172
+3,195
+15% +$230K ﹤0.01% 5803
2025
Q3 		$1.47M Buy
21,977
+11,375
+107% +$735K ﹤0.01% 6450
2025
Q2 		$678K Buy
10,602
+1,081
+11% +$68.8K ﹤0.01% 8448
2025
Q1 		$650K Sell
9,521
-7,611
-44% -$523K ﹤0.01% 8320
2024
Q4 		$1.12M Buy
+17,132
New +$1.19M ﹤0.01% 6662
2024
Q3 		– Sell
-43,925
Closed -$3.01M – 12283
2024
Q2 		$3.01M Buy
43,925
+34,688
+376% +$2.34M ﹤0.01% 4294
2024
Q1 		$644K Sell
9,237
-22,727
-71% -$1.54M ﹤0.01% 7896
2023
Q4 		$2.07M Buy
31,964
+6,091
+24% +$372K ﹤0.01% 5265
2023
Q3 		$1.57M Buy
25,873
+948
+4% +$59.6K ﹤0.01% 5635
2023
Q2 		$1.57M Sell
24,925
-2,967
-11% -$186K ﹤0.01% 5655
2023
Q1 		$1.71M Sell
27,892
-10,558
-27% -$655K ﹤0.01% 5478
2022
Q4 		$2.46M Buy
+38,450
New +$2.4M ﹤0.01% 4346
2022
Q3 		– Sell
-19,733
Closed -$1.21M – 13456
2022
Q2 		$1.2M Sell
19,733
-22,379
-53% -$1.39M ﹤0.01% 6088
2022
Q1 		$2.77M Buy
42,112
+14,813
+54% +$943K ﹤0.01% 4776
2021
Q4 		$1.87M Buy
27,299
+15,984
+141% +$1.05M ﹤0.01% 5661
2021
Q3 		$722K Sell
11,315
-32,754
-74% -$2.16M ﹤0.01% 8427
2021
Q2 		$2.81M Buy
44,069
+4,461
+11% +$275K ﹤0.01% 5170
2021
Q1 		$2.33M Buy
39,608
+4,320
+12% +$256K ﹤0.01% 5548
2020
Q4 		$2.04M Buy
+35,288
New +$1.95M ﹤0.01% 5055
2020
Q3 		– Sell
-32,958
Closed -$1.72M – 10703
2020
Q2 		$1.64M Buy
32,958
+15,591
+90% +$756K ﹤0.01% 4850
2020
Q1 		$746K Sell
17,367
-128,085
-88% -$6.07M ﹤0.01% 6037
2019
Q4 		$7.24M Buy
145,452
+119,478
+460% +$5.55M ﹤0.01% 2475
2019
Q3 		$1.13M Buy
+25,974
New +$1.15M ﹤0.01% 5444
2019
Q2 		– Sell
-7,587
Closed -$338K – 10381
2019
Q1 		$338K Sell
7,587
-170
-2% -$7.42K ﹤0.01% 7008
2018
Q4 		$321K Buy
7,757
+1,267
+20% +$55.7K ﹤0.01% 6871
2018
Q3 		$304K Buy
+6,490
New +$289K ﹤0.01% 7463
2018
Q1 		– Sell
-42,020
Closed -$1.74M – 9551
2017
Q4 		$1.68M Buy
42,020
+30,788
+274% +$1.23M ﹤0.01% 4227
2017
Q3 		$444K Buy
+11,232
New +$435K ﹤0.01% 6715
2017
Q2 		– Sell
-9,217
Closed -$329K – 9356
2017
Q1 		$329K Sell
9,217
-2,976
-24% -$104K ﹤0.01% 7188
2016
Q4 		$401K Sell
12,193
-45,914
-79% -$1.52M ﹤0.01% 7425
2016
Q3 		$2M Buy
+58,107
New +$2.03M ﹤0.01% 3572
2016
Q2 		– Sell
-23,430
Closed -$750K – 8749
2016
Q1 		$750K Buy
23,430
+15,582
+199% +$492K ﹤0.01% 5661
2015
Q4 		$271K Sell
7,848
-269,764
-97% -$9.12M ﹤0.01% 7879
2015
Q3 		$8.83M Buy
277,612
+256,194
+1,196% +$9.05M ﹤0.01% 1972
2015
Q2 		$774K Sell
21,418
-57,363
-73% -$2.06M ﹤0.01% 6738
2015
Q1 		$2.78M Buy
+78,781
New +$2.72M ﹤0.01% 3693
2014
Q4 		– Sell
-48,052
Closed -$1.46M – 9740
2014
Q3 		$1.46M Buy
+48,052
New +$1.44M ﹤0.01% 5187
2014
Q2 		– Sell
-57,164
Closed -$1.6M – 9848
2014
Q1 		$1.6M Buy
57,164
+2,887
+5% +$80.1K ﹤0.01% 4695
2013
Q4 		$1.44M Buy
+54,277
New +$1.41M ﹤0.01% 4834

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

Jeff Yass's FHLC Position: Q2 2026 in Review

Jeff Yass sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 69,385 shares — an estimated $4.98M sold.

Jeff Yass first reported a position in FHLC in Q4 2013 and held it in 40 quarters. The position peaked at $8.83M in Q3 2015. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Jeff Yass reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 69,385 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $4.98M.
  • Jeff Yass first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2013 and held it in 40 quarters.
  • Jeff Yass's Fidelity MSCI Health Care Index ETF position peaked at $8.83M in Q3 2015.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.