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 Q3	$351K	Buy	4,300 +141	+3%	+$11.4K	0.08%	160
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

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

LongView Wealth Management's FHLC Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.4% in Q3 2026, buying an estimated $11.4K and bringing the position to 4,300 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #160.

LongView Wealth Management first reported a position in FHLC in Q1 2024 and has held it in 11 quarters since. The position peaked at $622K in Q4 2025. 102 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

LongView Wealth Management held 4,300 shares of Fidelity MSCI Health Care Index ETF worth $351K as of Q3 2026.
LongView Wealth Management bought 141 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $11.4K.
Fidelity MSCI Health Care Index ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #160 holding.
LongView Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 11 quarters since.
LongView Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $622K in Q4 2025.
102 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.