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 Q2	$5.39M	Buy	69,760 +27,331	+64%	+$1.96M	0.12%	129
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

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

Kovitz Investment Group Partners's FHLC Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 64% in Q2 2026, buying an estimated $1.96M and bringing the position to 69,760 shares worth $5.39M. The position accounts for 0.12% of the portfolio, ranked #129.

Kovitz Investment Group Partners first reported a position in FHLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.8M in Q2 2025. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Kovitz Investment Group Partners held 69,760 shares of Fidelity MSCI Health Care Index ETF worth $5.39M as of Q2 2026.
Kovitz Investment Group Partners bought 27,331 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.96M.
Fidelity MSCI Health Care Index ETF made up 0.12% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #129 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Health Care Index ETF position peaked at $8.8M in Q2 2025.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.