Ken Fisher’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ken Fisher’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	$710K	Sell	10,091 -311	-3%	-$22.9K	﹤0.01%	728
2025 Q4	$773K	Sell	10,402 -471	-4%	-$33.9K	﹤0.01%	713
2025 Q3	$727K	Buy	10,873 +638	+6%	+$41.2K	﹤0.01%	727
2025 Q2	$655K	Buy	10,235 +507	+5%	+$32.3K	﹤0.01%	747
2025 Q1	$665K	Sell	9,728 -146	-1%	-$10K	﹤0.01%	746
2024 Q4	$645K	Sell	9,874 -362	-4%	-$25.2K	﹤0.01%	732
2024 Q3	$745K	Buy	10,236 +259	+3%	+$18.5K	﹤0.01%	699
2024 Q2	$684K	Sell	9,977 -160	-2%	-$10.8K	﹤0.01%	734
2024 Q1	$707K	Sell	10,137 -2,776	-21%	-$188K	﹤0.01%	722
2023 Q4	$835K	Sell	12,913 -414	-3%	-$25.3K	﹤0.01%	714
2023 Q3	$807K	Buy	13,327 +2,510	+23%	+$158K	﹤0.01%	781
2023 Q2	$683K	Buy	10,817 +1,421	+15%	+$89.1K	﹤0.01%	834
2023 Q1	$578K	Sell	9,396 -683	-7%	-$42.4K	﹤0.01%	835
2022 Q4	$645K	Buy	10,079 +277	+3%	+$17.3K	﹤0.01%	811
2022 Q3	$565K	Sell	9,802 -344	-3%	-$21.2K	﹤0.01%	734
2022 Q2	$616K	Buy	10,146 +2,471	+32%	+$153K	﹤0.01%	687
2022 Q1	$504K	Sell	7,675 -904	-11%	-$57.5K	﹤0.01%	727
2021 Q4	$589K	Sell	8,579 -868	-9%	-$57.1K	﹤0.01%	733
2021 Q3	$603K	Buy	9,447 +2,033	+27%	+$134K	﹤0.01%	702
2021 Q2	$473K	Sell	7,414 -1,826	-20%	-$112K	﹤0.01%	727
2021 Q1	$545K	Buy	9,240 +2,155	+30%	+$127K	﹤0.01%	697
2020 Q4	$409K	Buy	7,085 +9	+0.1%	+$497	﹤0.01%	741
2020 Q3	$372K	Sell	7,076 -1,142	-14%	-$59.7K	﹤0.01%	711
2020 Q2	$409K	Sell	8,218 -1,615	-16%	-$78.3K	﹤0.01%	684
2020 Q1	$423K	Buy	9,833 +462	+5%	+$21.9K	﹤0.01%	637
2019 Q4	$466K	Buy	9,371 +710	+8%	+$33K	﹤0.01%	672
2019 Q3	$376K	Sell	8,661 -908	-9%	-$40.2K	﹤0.01%	716
2019 Q2	$431K	Sell	9,569 -502	-5%	-$21.9K	﹤0.01%	684
2019 Q1	$448K	Buy	10,071 +1,985	+25%	+$86.6K	﹤0.01%	657
2018 Q4	$334K	Buy	8,086 +3,788	+88%	+$166K	﹤0.01%	706
2018 Q3	$201K	Sell	4,298 -2,021	-32%	-$90.1K	﹤0.01%	771
2018 Q2	$261K	Buy	6,319 +599	+10%	+$24.4K	﹤0.01%	727
2018 Q1	$228K	Buy	+5,720	New	+$237K	﹤0.01%	721

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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 $374B AUM 17.66% 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

Ken Fisher's FHLC Position: Q1 2026 in Review

Ken Fisher reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3% in Q1 2026, selling an estimated $22.9K and leaving 10,091 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Ken Fisher first reported a position in FHLC in Q1 2018 and has held it in 33 quarters since. The position peaked at $835K in Q4 2023. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Ken Fisher held 10,091 shares of Fidelity MSCI Health Care Index ETF worth $710K as of Q1 2026.
Ken Fisher sold 311 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $22.9K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #728 holding.
Ken Fisher first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2018 and has held it in 33 quarters since.
Ken Fisher's Fidelity MSCI Health Care Index ETF position peaked at $835K in Q4 2023.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.