Kovitz Investment Group Partners
FHLC icon

Kovitz Investment Group Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kovitz Investment Group Partners’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 		$2.99M Sell
42,429
-71,291
-63% -$5.26M 0.07% 180
2025
Q4 		$8.45M Buy
113,720
+43,592
+62% +$3.14M 0.19% 109
2025
Q3 		$4.69M Sell
70,128
-67,537
-49% -$4.36M 0.02% 479
2025
Q2 		$8.8M Buy
137,665
+37,884
+38% +$2.41M 0.04% 337
2025
Q1 		$6.82M Buy
99,781
+15,460
+18% +$1.06M 0.03% 344
2024
Q4 		$5.52M Sell
84,321
-14,811
-15% -$1.03M 0.03% 380
2024
Q3 		$7.23M Sell
99,132
-6,681
-6% -$478K 0.05% 283
2024
Q2 		$7.27M Buy
+105,813
New +$7.15M 0.06% 227

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