MKA
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M. Kulyk & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

M. Kulyk & 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 		– Sell
-3,593
Closed -$253K – 116
2026
Q1 		$253K Sell
3,593
-1,193
-25% -$88K 0.05% 101
2025
Q4 		$356K Buy
+4,786
New +$345K 0.07% 81

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

M. Kulyk & Associates's FHLC Position: Q2 2026 in Review

M. Kulyk & Associates sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 3,593 shares — an estimated $253K sold.

M. Kulyk & Associates first reported a position in FHLC in Q4 2025 and held it in 2 quarters. The position peaked at $356K in Q4 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • M. Kulyk & Associates reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • M. Kulyk & Associates sold 3,593 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $253K.
  • M. Kulyk & Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and held it in 2 quarters.
  • M. Kulyk & Associates's Fidelity MSCI Health Care Index ETF position peaked at $356K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.