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Larson Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Larson Financial Group’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 		$7.27M Buy
94,065
+205
+0.2% +$14.7K 0.19% 91
2026
Q1 		$6.6M Sell
93,860
-969
-1% -$71.5K 0.21% 88
2025
Q4 		$7.04M Sell
94,829
-323
-0.3% -$23.3K 0.23% 81
2025
Q3 		$6.36M Sell
95,152
-2,159
-2% -$139K 0.22% 86
2025
Q2 		$6.22M Buy
97,311
+801
+0.8% +$51K 0.25% 91
2025
Q1 		$6.59M Buy
96,510
+4,715
+5% +$324K 0.31% 65
2024
Q4 		$6M Buy
91,795
+3,625
+4% +$252K 0.31% 68
2024
Q3 		$6.42M Buy
88,170
+72,481
+462% +$5.19M 0.36% 56
2024
Q2 		$1.08M Buy
15,689
+15,590
+15,747% +$1.05M 0.07% 192
2024
Q1 		$6.93K Sell
99
-142
-59% -$9.62K ﹤0.01% 1128
2023
Q4 		$15.6K Buy
241
+142
+143% +$8.67K ﹤0.01% 911
2023
Q3 		$6K Hold
99
– – ﹤0.01% 1125
2023
Q2 		$6.25K Buy
99
+19
+24% +$1.19K ﹤0.01% 1047
2023
Q1 		$4.92K Sell
80
-1,000
-93% -$62.1K ﹤0.01% 1094
2022
Q4 		$69.1K Buy
1,080
+1,000
+1,250% +$62.5K 0.01% 459
2022
Q3 		$5K Hold
80
– – ﹤0.01% 954
2022
Q2 		$5K Buy
+80
New +$4.96K ﹤0.01% 874
2021
Q4 		– Sell
-235
Closed -$15K – 1103
2021
Q3 		$15K Buy
+235
New +$15.5K ﹤0.01% 518

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Larson Financial Group's FHLC Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.22% in Q2 2026, buying an estimated $14.7K and bringing the position to 94,065 shares worth $7.27M. The position accounts for 0.19% of the portfolio, ranked #91.

Larson Financial Group first reported a position in FHLC in Q3 2021 and has held it in 18 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Larson Financial Group held 94,065 shares of Fidelity MSCI Health Care Index ETF worth $7.27M as of Q2 2026.
  • Larson Financial Group bought 205 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $14.7K.
  • Fidelity MSCI Health Care Index ETF made up 0.19% of Larson Financial Group's portfolio in Q2 2026, its #91 holding.
  • Larson Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and has held it in 18 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.