Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.8M Buy
137,665
+37,884
+38% +$2.42M 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% -$970K 0.03% 379
2024
Q3 		$7.23M Sell
99,132
-6,681
-6% -$487K 0.05% 283
2024
Q2 		$7.27M Buy
+105,813
New +$7.27M 0.06% 227