MKA
FHLC icon

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
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 $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return

M. Kulyk & Associates's FHLC Position: Q1 2026 in Review

M. Kulyk & Associates reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 25% in Q1 2026, selling an estimated $88K and leaving 3,593 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #101.

M. Kulyk & Associates first reported a position in FHLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $356K in Q4 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • M. Kulyk & Associates held 3,593 shares of Fidelity MSCI Health Care Index ETF worth $253K as of Q1 2026.
  • M. Kulyk & Associates sold 1,193 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $88K.
  • Fidelity MSCI Health Care Index ETF made up 0.05% of M. Kulyk & Associates's portfolio in Q1 2026, its #101 holding.
  • M. Kulyk & Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 2 quarters since.
  • M. Kulyk & Associates's Fidelity MSCI Health Care Index ETF position peaked at $356K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.