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Lynch & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lynch & Associates’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 		$2.95M Buy
38,211
+2,220
+6% +$159K 0.52% 51
2026
Q1 		$2.53M Buy
35,991
+425
+1% +$31.4K 0.48% 54
2025
Q4 		$2.64M Buy
35,566
+917
+3% +$66K 0.5% 51
2025
Q3 		$2.32M Buy
34,649
+943
+3% +$60.9K 0.45% 54
2025
Q2 		$2.16M Buy
33,706
+1,019
+3% +$64.9K 0.43% 55
2025
Q1 		$2.23M Buy
32,687
+44
+0.1% +$3.02K 0.48% 54
2024
Q4 		$2.13M Buy
32,643
+281
+0.9% +$19.5K 0.46% 55
2024
Q3 		$2.36M Buy
32,362
+1,897
+6% +$136K 0.5% 52
2024
Q2 		$2.09M Buy
30,465
+981
+3% +$66.3K 0.47% 55
2024
Q1 		$2.06M Buy
29,484
+2,141
+8% +$145K 0.48% 55
2023
Q4 		$1.77M Buy
27,343
+2,034
+8% +$124K 0.43% 58
2023
Q3 		$1.53M Buy
25,309
+1,229
+5% +$77.2K 0.4% 57
2023
Q2 		$1.52M Buy
24,080
+1,348
+6% +$84.5K 0.39% 56
2023
Q1 		$1.4M Sell
22,732
-647
-3% -$40.2K 0.37% 57
2022
Q4 		$1.5M Sell
23,379
-1,076
-4% -$67.3K 0.39% 57
2022
Q3 		$1.41M Buy
24,455
+1,271
+5% +$78.2K 0.41% 56
2022
Q2 		$1.41M Buy
23,184
+30
+0.1% +$1.86K 0.38% 56
2022
Q1 		$1.52M Buy
23,154
+673
+3% +$42.8K 0.37% 61
2021
Q4 		$1.54M Buy
22,481
+715
+3% +$47K 0.36% 61
2021
Q3 		$1.39M Sell
21,766
-847
-4% -$56K 0.36% 62
2021
Q2 		$1.44M Sell
22,613
-106
-0.5% -$6.53K 0.37% 62
2021
Q1 		$1.34M Buy
22,719
+1,678
+8% +$99.3K 0.36% 62
2020
Q4 		$1.22M Buy
21,041
+719
+4% +$39.7K 0.33% 61
2020
Q3 		$1.07M Sell
20,322
-26
-0.1% -$1.36K 0.32% 59
2020
Q2 		$1.01M Sell
20,348
-323
-2% -$15.7K 0.33% 58
2020
Q1 		$888K Sell
20,671
-654
-3% -$31K 0.33% 56
2019
Q4 		$1.06M Buy
21,325
+1,897
+10% +$88.1K 0.3% 57
2019
Q3 		$843K Buy
19,428
+455
+2% +$20.1K 0.26% 62
2019
Q2 		$854K Buy
18,973
+1,423
+8% +$62K 0.28% 60
2019
Q1 		$781K Sell
17,550
-340
-2% -$14.8K 0.26% 61
2018
Q4 		$739K Buy
17,890
+71
+0.4% +$3.12K 0.28% 58
2018
Q3 		$834K Sell
17,819
-163
-0.9% -$7.27K 0.28% 62
2018
Q2 		$743K Buy
17,982
+2,037
+13% +$83K 0.27% 64
2018
Q1 		$635K Buy
15,945
+1,537
+11% +$63.7K 0.24% 65
2017
Q4 		$576K Buy
14,408
+1,120
+8% +$44.6K 0.22% 62
2017
Q3 		$525K Sell
13,288
-29
-0.2% -$1.12K 0.21% 67
2017
Q2 		$510K Buy
13,317
+525
+4% +$19.3K 0.2% 73
2017
Q1 		$457K Buy
12,792
+382
+3% +$13.4K 0.19% 76
2016
Q4 		$408K Buy
12,410
+2,031
+20% +$67.3K 0.17% 78
2016
Q3 		$358K Buy
10,379
+671
+7% +$23.5K 0.16% 84
2016
Q2 		$328K Buy
9,708
+908
+10% +$30.2K 0.15% 86
2016
Q1 		$281K Buy
8,800
+317
+4% +$10K 0.13% 89
2015
Q4 		$293K Buy
8,483
+761
+10% +$25.7K 0.15% 87
2015
Q3 		$246K Buy
7,722
+333
+5% +$11.8K 0.14% 91
2015
Q2 		$267K Buy
7,389
+1,039
+16% +$37.3K 0.14% 92
2015
Q1 		$224K Buy
+6,350
New +$219K 0.12% 96

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
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Lynch & Associates's FHLC Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 6.2% in Q2 2026, buying an estimated $159K and bringing the position to 38,211 shares worth $2.95M. The position accounts for 0.52% of the portfolio, ranked #51.

Lynch & Associates first reported a position in FHLC in Q1 2015 and has held it in 46 quarters since. 65 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Lynch & Associates held 38,211 shares of Fidelity MSCI Health Care Index ETF worth $2.95M as of Q2 2026.
  • Lynch & Associates bought 2,220 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $159K.
  • Fidelity MSCI Health Care Index ETF made up 0.52% of Lynch & Associates's portfolio in Q2 2026, its #51 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2015 and has held it in 46 quarters since.
  • 65 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.