MWM
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Maltin Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Maltin Wealth Management’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 		$4.78M Buy
61,848
+5,302
+9% +$381K 1.6% 17
2026
Q1 		$3.98M Sell
56,546
-2,319
-4% -$171K 1.52% 22
2025
Q4 		$4.37M Buy
58,865
+1,417
+2% +$102K 1.74% 18
2025
Q3 		$3.84M Buy
57,448
+1,192
+2% +$77K 1.59% 23
2025
Q2 		$3.6M Buy
56,256
+2,107
+4% +$134K 1.62% 22
2025
Q1 		$3.7M Buy
54,149
+4,837
+10% +$332K 1.74% 16
2024
Q4 		$3.22M Buy
49,312
+245
+0.5% +$17K 1.58% 20
2024
Q3 		$3.57M Buy
49,067
+1,346
+3% +$96.3K 1.74% 16
2024
Q2 		$3.27M Buy
47,721
+244
+0.5% +$16.5K 1.76% 15
2024
Q1 		$3.31M Buy
47,477
+2,442
+5% +$165K 1.86% 13
2023
Q4 		$2.91M Buy
45,035
+873
+2% +$53.3K 1.86% 13
2023
Q3 		$2.68M Buy
44,162
+1,779
+4% +$112K 1.87% 12
2023
Q2 		$2.68M Buy
42,383
+383
+0.9% +$24K 1.89% 13
2023
Q1 		$2.58M Buy
42,000
+873
+2% +$54.2K 1.86% 15
2022
Q4 		$2.63M Buy
41,127
+2,481
+6% +$155K 1.92% 13
2022
Q3 		$2.23M Buy
38,646
+2,649
+7% +$163K 1.76% 14
2022
Q2 		$2.18M Buy
35,997
+547
+2% +$34K 1.58% 16
2022
Q1 		$2.33M Buy
35,450
+791
+2% +$50.4K 1.54% 15
2021
Q4 		$2.38M Buy
34,659
+1,024
+3% +$67.3K 1.43% 19
2021
Q3 		$2.15M Sell
33,635
-898
-3% -$59.4K 1.32% 24
2021
Q2 		$2.2M Buy
34,533
+1,153
+3% +$71K 1.34% 22
2021
Q1 		$1.97M Sell
33,380
-770
-2% -$45.5K 1.28% 22
2020
Q4 		$1.97M Sell
34,150
-4,081
-11% -$225K 1.38% 18
2020
Q3 		$2.01M Sell
38,231
-20,136
-34% -$1.05M 1.43% 19
2020
Q2 		$2.9M Sell
58,367
-16,025
-22% -$777K 2.19% 12
2020
Q1 		$3.2M Buy
74,392
+27,616
+59% +$1.31M 2.72% 7
2019
Q4 		$2.33M Buy
+46,776
New +$2.17M 1.5% 24

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

Maltin Wealth Management's FHLC Position: Q2 2026 in Review

Maltin Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 9.4% in Q2 2026, buying an estimated $381K and bringing the position to 61,848 shares worth $4.78M. The position accounts for 1.6% of the portfolio, ranked #17.

Maltin Wealth Management first reported a position in FHLC in Q4 2019 and has held it in 27 quarters since. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Maltin Wealth Management held 61,848 shares of Fidelity MSCI Health Care Index ETF worth $4.78M as of Q2 2026.
  • Maltin Wealth Management bought 5,302 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $381K.
  • Fidelity MSCI Health Care Index ETF made up 1.6% of Maltin Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Maltin Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.