Madison Wealth Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Madison Wealth Partners’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	$387K	Buy	+5,008	New	+$360K	0.05%	183
2026 Q1	–	Sell	-2,808	Closed	-$209K	–	225
2025 Q4	$209K	Buy	+2,808	New	+$202K	0.04%	191
2023 Q1	–	Sell	-3,387	Closed	-$217K	–	86
2022 Q4	$217K	Buy	+3,387	New	+$212K	0.13%	75
2022 Q3	–	Sell	-3,367	Closed	-$204K	–	72
2022 Q2	$204K	Sell	3,367 -445	-12%	-$27.6K	0.13%	75
2022 Q1	$250K	Sell	3,812 -107	-3%	-$6.81K	0.14%	60
2021 Q4	$269K	Sell	3,919 -57	-1%	-$3.75K	0.14%	57
2021 Q3	$254K	Sell	3,976 -378	-9%	-$25K	0.14%	56
2021 Q2	$278K	Sell	4,354 -13	-0.3%	-$801	0.16%	51
2021 Q1	$252K	Hold	4,367	–	–	0.18%	42
2020 Q4	$252K	Buy	+4,367	New	+$241K	0.17%	43

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Madison Wealth Partners's FHLC Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 5,008 shares worth $387K. The stake represents 0.05% of the portfolio and ranks #183 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in FHLC as recently as Q4 2025.

Madison Wealth Partners first reported a position in FHLC in Q4 2020 and has held it in 10 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Madison Wealth Partners held 5,008 shares of Fidelity MSCI Health Care Index ETF worth $387K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Madison Wealth Partners position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.05% of Madison Wealth Partners's portfolio in Q2 2026, its #183 holding.
Madison Wealth Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 10 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.