Maxele Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Maxele Advisors’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	$1.67M	Buy	+21,567	New	+$1.55M	1.16%	27
2025 Q4	$1.64M	Buy	22,037 +108	+0.5%	+$7.78K	1.33%	21
2025 Q3	$1.47M	Sell	21,929 -37	-0.2%	-$2.39K	1.26%	25
2025 Q2	$1.4M	Buy	21,966 +138	+0.6%	+$8.79K	1.23%	24
2025 Q1	$1.49M	Buy	21,828 +308	+1%	+$21.1K	1.44%	20
2024 Q4	$1.41M	Buy	+21,520	New	+$1.5M	1.34%	21
2022 Q3	$1.05M	Buy	18,128 +423	+2%	+$26K	1.75%	14
2022 Q2	$1.07M	Buy	17,705 +722	+4%	+$44.8K	1.69%	15
2022 Q1	$1.12M	Sell	16,983 -162	-0.9%	-$10.3K	1.38%	19
2021 Q4	$1.18M	Buy	+17,145	New	+$1.13M	1.36%	19

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

Maxele Advisors's FHLC Position: Q2 2026 in Review

Maxele Advisors opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 21,567 shares worth $1.67M. The stake represents 1.16% of the portfolio and ranks #27 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in FHLC as recently as Q4 2025.

Maxele Advisors first reported a position in FHLC in Q4 2021 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Maxele Advisors held 21,567 shares of Fidelity MSCI Health Care Index ETF worth $1.67M as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Maxele Advisors position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 1.16% of Maxele Advisors's portfolio in Q2 2026, its #27 holding.
Maxele Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 10 quarters since.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.