MSWM
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McGlone Suttner Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

McGlone Suttner Wealth Management’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 		$4.14M Sell
53,633
-19,548
-27% -$1.4M 0.49% 24
2026
Q1 		$5.15M Sell
73,181
-212,305
-74% -$15.7M 0.68% 22
2025
Q4 		$21.2M Buy
285,486
+6,540
+2% +$471K 2.85% 9
2025
Q3 		$18.7M Buy
278,946
+8,205
+3% +$530K 2.61% 9
2025
Q2 		$17.3M Buy
270,741
+11,296
+4% +$719K 2.61% 9
2025
Q1 		$17.7M Buy
259,445
+4,189
+2% +$288K 2.91% 8
2024
Q4 		$16.7M Buy
255,256
+68,775
+37% +$4.78M 2.78% 8
2024
Q3 		$13.6M Sell
186,481
-48,180
-21% -$3.45M 2.82% 8
2024
Q2 		$15.2M Buy
234,661
+3,627
+2% +$245K 3.12% 7
2024
Q1 		$16.1M Sell
231,034
-3,627
-2% -$246K 3.02% 8
2023
Q4 		$15.2M Buy
234,661
+1,580
+0.7% +$96.5K 3% 7
2023
Q3 		$14.1M Buy
233,081
+12,931
+6% +$813K 3.27% 7
2023
Q2 		$13.9M Buy
220,150
+18,770
+9% +$1.18M 3.17% 8
2023
Q1 		$12.4M Buy
201,380
+47,773
+31% +$2.97M 3.18% 8
2022
Q4 		$9.83M Buy
+153,607
New +$9.6M 3.12% 8

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

McGlone Suttner Wealth Management's FHLC Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 27% in Q2 2026, selling an estimated $1.4M and leaving 53,633 shares worth $4.14M. The position accounts for 0.49% of the portfolio, ranked #24.

McGlone Suttner Wealth Management first reported a position in FHLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.2M in Q4 2025. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • McGlone Suttner Wealth Management held 53,633 shares of Fidelity MSCI Health Care Index ETF worth $4.14M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 19,548 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.4M.
  • Fidelity MSCI Health Care Index ETF made up 0.49% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #24 holding.
  • McGlone Suttner Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $21.2M in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.