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LRI Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

LRI Investments’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 		$1K Hold
13
– – ﹤0.01% 1375
2026
Q1 		$915 Hold
13
– – ﹤0.01% 1324
2025
Q4 		$966 Hold
13
– – ﹤0.01% 1267
2025
Q3 		$869 Buy
+13
New +$840 ﹤0.01% 1265

Other funds holding FHLC

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LRI Investments's FHLC Position: Q2 2026 in Review

LRI Investments held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

LRI Investments first reported a position in FHLC in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • LRI Investments held 13 shares of Fidelity MSCI Health Care Index ETF worth $1K as of Q2 2026.
  • LRI Investments left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1375 holding.
  • LRI Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.