Matthew Hamilton Rosenberg’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Matthew Hamilton Rosenberg’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	$180K	Hold	2,208	–	–	0.03%	246
2026 Q2	$171K	Hold	2,208	–	–	0.03%	262
2026 Q1	$155K	Hold	2,208	–	–	0.03%	253
2025 Q4	$164K	Hold	2,208	–	–	0.03%	242
2025 Q3	$148K	Hold	2,208	–	–	0.03%	255
2025 Q2	$141K	Hold	2,208	–	–	0.03%	264
2025 Q1	$151K	Hold	2,208	–	–	0.04%	236
2024 Q4	$144K	Hold	2,208	–	–	0.04%	239
2024 Q3	$161K	Hold	2,208	–	–	0.04%	225
2024 Q2	$151K	Hold	2,208	–	–	0.04%	223
2024 Q1	$153K	Hold	2,208	–	–	0.04%	234
2023 Q4	$143K	Hold	2,208	–	–	0.04%	232
2023 Q3	$134K	Hold	2,208	–	–	0.04%	241
2023 Q2	$139K	Buy	2,208 +1	+0%	+$63	0.05%	229
2023 Q1	$136K	Hold	2,207	–	–	0.04%	250
2022 Q4	$141K	Hold	2,207	–	–	0.05%	245
2022 Q3	$127K	Hold	2,207	–	–	0.05%	239
2022 Q2	$136K	Hold	2,207	–	–	0.05%	237
2022 Q1	$145K	Hold	2,207	–	–	0.05%	249
2021 Q4	$152K	Hold	2,207	–	–	0.05%	235
2021 Q3	$141K	Hold	2,207	–	–	0.06%	231
2021 Q2	$141K	Hold	2,207	–	–	0.07%	199
2021 Q1	$130K	Hold	2,207	–	–	0.07%	202
2020 Q4	$127K	Hold	2,207	–	–	0.08%	185
2020 Q3	$116K	Hold	2,207	–	–	0.09%	172
2020 Q2	$110K	Hold	2,207	–	–	0.09%	167
2020 Q1	$95K	Buy	+2,207	New	+$105K	0.09%	134

Other funds holding FHLC

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Matthew Hamilton Rosenberg's FHLC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 2,208 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #246.

Matthew Hamilton Rosenberg first reported a position in FHLC in Q1 2020 and has held it in 27 quarters since. 144 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Matthew Hamilton Rosenberg held 2,208 shares of Fidelity MSCI Health Care Index ETF worth $180K as of Q3 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Health Care Index ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #246 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and has held it in 27 quarters since.
144 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.