Jim Simons’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Jim Simons’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	-3,597	Closed	-$267K	–	3387
2025 Q4	$267K	Sell	3,597 -9,403	-72%	-$677K	﹤0.01%	2805
2025 Q3	$869K	Sell	13,000 -6,300	-33%	-$407K	﹤0.01%	2558
2025 Q2	$1.23M	Buy	+19,300	New	+$1.23M	﹤0.01%	2393
2024 Q4	–	Sell	-12,100	Closed	-$881K	–	3681
2024 Q3	$881K	Buy	+12,100	New	+$866K	﹤0.01%	2524
2024 Q2	–	Sell	-11,900	Closed	-$830K	–	3643
2024 Q1	$830K	Buy	11,900 +7,800	+190%	+$528K	﹤0.01%	2594
2023 Q4	$265K	Buy	+4,100	New	+$250K	﹤0.01%	3035
2023 Q3	–	Sell	-7,700	Closed	-$486K	–	3803
2023 Q2	$486K	Buy	7,700 +400	+5%	+$25.1K	﹤0.01%	2880
2023 Q1	$449K	Sell	7,300 -4,400	-38%	-$273K	﹤0.01%	2940
2022 Q4	$749K	Buy	+11,700	New	+$732K	﹤0.01%	2703
2021 Q4	–	Sell	-5,300	Closed	-$338K	–	3994
2021 Q3	$338K	Buy	+5,300	New	+$350K	﹤0.01%	3041

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.66T AUM 25.57% 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 22.96% 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

Jim Simons's FHLC Position: Q1 2026 in Review

Jim Simons sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 3,597 shares — an estimated $267K sold.

Jim Simons first reported a position in FHLC in Q3 2021 and held it in 10 quarters. The position peaked at $1.23M in Q2 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Jim Simons reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 3,597 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $267K.
Jim Simons first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 10 quarters.
Jim Simons's Fidelity MSCI Health Care Index ETF position peaked at $1.23M in Q2 2025.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.