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Mark Sheptoff Financial Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mark Sheptoff Financial Planning’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 		$10.3K Buy
133
+100
+303% +$7.18K 0.01% 350
2026
Q1 		$2.32K Hold
33
– – ﹤0.01% 476
2025
Q4 		$2.45K Hold
33
– – ﹤0.01% 471
2025
Q3 		$2.21K Buy
+33
New +$2.13K ﹤0.01% 448

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

Mark Sheptoff Financial Planning's FHLC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 303% in Q2 2026, buying an estimated $7.18K and bringing the position to 133 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #350.

Mark Sheptoff Financial Planning first reported a position in FHLC in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Mark Sheptoff Financial Planning held 133 shares of Fidelity MSCI Health Care Index ETF worth $10.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 100 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $7.18K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #350 holding.
  • Mark Sheptoff Financial Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.