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

KDK Private 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	$2M	Sell	25,948 -123	-0.5%	-$8.84K	1.66%	13
2026 Q1	$1.83M	Sell	26,071 -270	-1%	-$19.9K	1.68%	12
2025 Q4	$1.96M	Sell	26,341 -50	-0.2%	-$3.6K	1.71%	12
2025 Q3	$1.76M	Sell	26,391 -177	-0.7%	-$11.4K	1.79%	11
2025 Q2	$1.7M	Sell	26,568 -650	-2%	-$41.4K	1.81%	11
2025 Q1	$1.86M	Sell	27,218 -1,245	-4%	-$85.5K	2.12%	7
2024 Q4	$1.86M	Buy	+28,463	New	+$1.98M	1.93%	11

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KDK Private Wealth Management's FHLC Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.47% in Q2 2026, selling an estimated $8.84K and leaving 25,948 shares worth $2M. The position accounts for 1.66% of the portfolio, ranked #13.

KDK Private Wealth Management first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

KDK Private Wealth Management held 25,948 shares of Fidelity MSCI Health Care Index ETF worth $2M as of Q2 2026.
KDK Private Wealth Management sold 123 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $8.84K.
Fidelity MSCI Health Care Index ETF made up 1.66% of KDK Private Wealth Management's portfolio in Q2 2026, its #13 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.