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 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

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

Matthew Hamilton Rosenberg's FHLC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 2,208 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #262.

Matthew Hamilton Rosenberg first reported a position in FHLC in Q1 2020 and has held it in 26 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Matthew Hamilton Rosenberg held 2,208 shares of Fidelity MSCI Health Care Index ETF worth $171K as of Q2 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #262 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and has held it in 26 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.