Kestra Private Wealth Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kestra Private Wealth Services’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	$1.96M	Buy	25,409 +235	+0.9%	+$16.9K	0.02%	606
2026 Q1	$1.77M	Sell	25,174 -862	-3%	-$63.6K	0.02%	595
2025 Q4	$1.93M	Sell	26,036 -250	-1%	-$18K	0.02%	553
2025 Q3	$1.76M	Sell	26,286 -1,159	-4%	-$74.9K	0.02%	566
2025 Q2	$1.76M	Buy	27,445 +586	+2%	+$37.3K	0.03%	537
2025 Q1	$1.84M	Sell	26,859 -110	-0.4%	-$7.55K	0.03%	478
2024 Q4	$1.76M	Sell	26,969 -44	-0.2%	-$3.06K	0.03%	467
2024 Q3	$1.97M	Sell	27,013 -701	-3%	-$50.2K	0.04%	420
2024 Q2	$1.9M	Sell	27,714 -28	-0.1%	-$1.89K	0.04%	408
2024 Q1	$1.94M	Buy	27,742 +77	+0.3%	+$5.21K	0.04%	377
2023 Q4	$1.79M	Sell	27,665 -619	-2%	-$37.8K	0.05%	372
2023 Q3	$1.71M	Buy	28,284 +63	+0.2%	+$3.96K	0.05%	333
2023 Q2	$1.78M	Buy	28,221 +416	+1%	+$26.1K	0.06%	320
2023 Q1	$1.71M	Buy	27,805 +183	+0.7%	+$11.4K	0.07%	298
2022 Q4	$1.77M	Sell	27,622 -369	-1%	-$23.1K	0.09%	255
2022 Q3	$1.61M	Buy	27,991 +359	+1%	+$22.1K	0.09%	245
2022 Q2	$1.68M	Sell	27,632 -180	-0.6%	-$11.2K	0.1%	250
2022 Q1	$1.83M	Buy	27,812 +367	+1%	+$23.4K	0.09%	238
2021 Q4	$1.88M	Sell	27,445 -675	-2%	-$44.4K	0.09%	234
2021 Q3	$1.79M	Buy	28,120 +1,144	+4%	+$75.6K	0.1%	226
2021 Q2	$1.72M	Sell	26,976 -492	-2%	-$30.3K	0.1%	220
2021 Q1	$1.62M	Buy	27,468 +2,060	+8%	+$122K	0.11%	203
2020 Q4	$1.46M	Buy	25,408 +6,333	+33%	+$349K	0.11%	202
2020 Q3	$1M	Buy	+19,075	New	+$997K	0.09%	238

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kestra Private Wealth Services's FHLC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.93% in Q2 2026, buying an estimated $16.9K and bringing the position to 25,409 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #606.

Kestra Private Wealth Services first reported a position in FHLC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q3 2024. 150 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Kestra Private Wealth Services held 25,409 shares of Fidelity MSCI Health Care Index ETF worth $1.96M as of Q2 2026.
Kestra Private Wealth Services bought 235 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $16.9K.
Fidelity MSCI Health Care Index ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #606 holding.
Kestra Private Wealth Services first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's Fidelity MSCI Health Care Index ETF position peaked at $1.97M in Q3 2024.
150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.