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Newbridge Financial Services Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Newbridge Financial Services Group’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 		$22.2K Hold
287
– – ﹤0.01% 691
2026
Q1 		$20.2K Sell
287
-63
-18% -$4.65K ﹤0.01% 639
2025
Q4 		$26K Buy
350
+25
+8% +$1.8K ﹤0.01% 580
2025
Q3 		$21.7K Hold
325
– – ﹤0.01% 721
2025
Q2 		$20.8K Hold
325
– – ﹤0.01% 715
2025
Q1 		$22.2K Sell
325
-300
-48% -$20.6K 0.01% 525
2024
Q4 		$40.8K Buy
+625
New +$43.4K 0.01% 453
2024
Q3 		– Sell
-325
Closed -$22.3K – 794
2024
Q2 		$22.3K Sell
325
-51
-14% -$3.45K 0.01% 552
2024
Q1 		$26.2K Sell
376
-50
-12% -$3.39K 0.01% 545
2023
Q4 		$27.6K Sell
426
-168
-28% -$10.3K 0.01% 523
2023
Q3 		$36K Sell
594
-241
-29% -$15.1K 0.02% 497
2023
Q2 		$52.7K Hold
835
– – 0.03% 443
2023
Q1 		$51.3K Hold
835
– – 0.03% 461
2022
Q4 		$53.4K Buy
835
+325
+64% +$20.3K 0.03% 451
2022
Q3 		$29K Hold
510
– – 0.02% 590
2022
Q2 		$31K Hold
510
– – 0.02% 521
2022
Q1 		$33K Hold
510
– – 0.02% 576
2021
Q4 		$35K Hold
510
– – 0.02% 568
2021
Q3 		$33K Hold
510
– – 0.02% 526
2021
Q2 		$33K Buy
510
+409
+405% +$25.2K 0.02% 575
2021
Q1 		$6K Hold
101
– – ﹤0.01% 1000
2020
Q4 		$6K Sell
101
-10
-9% -$552 ﹤0.01% 818
2020
Q3 		$6K Buy
+111
New +$5.8K 0.01% 775

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

Newbridge Financial Services Group's FHLC Position: Q2 2026 in Review

Newbridge Financial Services Group held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 287 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Newbridge Financial Services Group first reported a position in FHLC in Q3 2020 and has held it in 23 quarters since. The position peaked at $53.4K in Q4 2022. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Newbridge Financial Services Group held 287 shares of Fidelity MSCI Health Care Index ETF worth $22.2K as of Q2 2026.
  • Newbridge Financial Services Group left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #691 holding.
  • Newbridge Financial Services Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Fidelity MSCI Health Care Index ETF position peaked at $53.4K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.