Mather Group
FHLC icon

Mather Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mather Group’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
Q3 		$49K Sell
600
-1
-0.2% -$81 ﹤0.01% 1168
2026
Q2 		$46.4K Buy
601
+1
+0.2% +$72 ﹤0.01% 1123
2026
Q1 		$42.2K Buy
+600
New +$44.3K ﹤0.01% 1093
2025
Q4 		– Sell
-600
Closed -$40.1K – 984
2025
Q3 		$40.1K Buy
+600
New +$38.8K ﹤0.01% 954
2025
Q2 		– Sell
-600
Closed -$41K – 985
2025
Q1 		$41K Hold
600
– – ﹤0.01% 932
2024
Q4 		$39.2K Hold
600
– – ﹤0.01% 919
2024
Q3 		$43.7K Sell
600
-7,728
-93% -$553K ﹤0.01% 908
2024
Q2 		$581K Buy
8,328
+5,482
+193% +$370K 0.01% 383
2024
Q1 		$184K Buy
+2,846
New +$193K ﹤0.01% 543
2023
Q3 		– Sell
-600
Closed -$37.9K – 560
2023
Q2 		$37.9K Buy
+600
New +$37.6K ﹤0.01% 573
2022
Q4 		– Sell
-8,194
Closed -$472K – 489
2022
Q3 		$472K Buy
8,194
+524
+7% +$32.2K 0.01% 290
2022
Q2 		$465K Buy
7,670
+945
+14% +$58.7K 0.01% 256
2022
Q1 		$442K Buy
6,725
+103
+2% +$6.56K 0.01% 282
2021
Q4 		$455K Buy
6,622
+166
+3% +$10.9K 0.01% 239
2021
Q3 		$412K Buy
+6,456
New +$427K 0.01% 189

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Mather Group's FHLC Position: Q3 2026 in Review

Mather Group reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.17% in Q3 2026, selling an estimated $81 and leaving 600 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Mather Group first reported a position in FHLC in Q3 2021 and has held it in 15 quarters since. The position peaked at $581K in Q2 2024. 104 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Mather Group held 600 shares of Fidelity MSCI Health Care Index ETF worth $49K as of Q3 2026.
  • Mather Group sold 1 Fidelity MSCI Health Care Index ETF share in Q3 2026, an estimated $81.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1168 holding.
  • Mather Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and has held it in 15 quarters since.
  • Mather Group's Fidelity MSCI Health Care Index ETF position peaked at $581K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.