Meridian Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Meridian 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	$1.79M	Buy	23,197 +8,438	+57%	+$606K	0.06%	278
2026 Q1	$1.04M	Buy	14,759 +1,485	+11%	+$110K	0.04%	352
2025 Q4	$986K	Buy	13,274 +70	+0.5%	+$5.04K	0.03%	357
2025 Q3	$883K	Sell	13,204 -978	-7%	-$63.2K	0.03%	354
2025 Q2	$907K	Buy	14,182 +1,442	+11%	+$91.8K	0.04%	328
2025 Q1	$870K	Buy	12,740 +843	+7%	+$57.9K	0.04%	313
2024 Q4	$777K	Sell	11,897 -3,299	-22%	-$229K	0.04%	334
2024 Q3	$1.11M	Buy	+15,196	New	+$1.09M	0.05%	267

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

Meridian Wealth Management's FHLC Position: Q2 2026 in Review

Meridian Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 57% in Q2 2026, buying an estimated $606K and bringing the position to 23,197 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #278.

Meridian Wealth Management first reported a position in FHLC in Q3 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Meridian Wealth Management held 23,197 shares of Fidelity MSCI Health Care Index ETF worth $1.79M as of Q2 2026.
Meridian Wealth Management bought 8,438 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $606K.
Fidelity MSCI Health Care Index ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #278 holding.
Meridian Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 8 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.