LWM
FHLC icon

LongView Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

LongView Wealth Management’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 		$321K Sell
4,159
-1,187
-22% -$85.3K 0.08% 167
2026
Q1 		$384K Sell
5,346
-2,888
-35% -$213K 0.1% 165
2025
Q4 		$622K Buy
8,234
+234
+3% +$16.8K 0.15% 127
2025
Q3 		$535K Sell
8,000
-847
-10% -$54.7K 0.14% 123
2025
Q2 		$566K Buy
8,847
+3,048
+53% +$194K 0.17% 108
2025
Q1 		$396K Buy
5,799
+246
+4% +$16.9K 0.12% 133
2024
Q4 		$363K Buy
5,553
+576
+12% +$40K 0.11% 141
2024
Q3 		$362K Buy
4,977
+1,432
+40% +$102K 0.12% 137
2024
Q2 		$243K Buy
3,545
+590
+20% +$39.9K 0.09% 166
2024
Q1 		$206K Buy
+2,955
New +$200K 0.08% 170

Other funds holding FHLC

TI
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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

LongView Wealth Management's FHLC Position: Q2 2026 in Review

LongView Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 22% in Q2 2026, selling an estimated $85.3K and leaving 4,159 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #167.

LongView Wealth Management first reported a position in FHLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $622K in Q4 2025. 65 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • LongView Wealth Management held 4,159 shares of Fidelity MSCI Health Care Index ETF worth $321K as of Q2 2026.
  • LongView Wealth Management sold 1,187 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $85.3K.
  • Fidelity MSCI Health Care Index ETF made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #167 holding.
  • LongView Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 10 quarters since.
  • LongView Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $622K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.