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

Panoramic Investment 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
2025 Q3	–	Sell	-3,314	Closed	-$212K	–	128
2025 Q2	$212K	Sell	3,314 -357	-10%	-$22.7K	0.13%	114
2025 Q1	$251K	Buy	3,671 +11	+0.3%	+$755	0.17%	100
2024 Q4	$239K	Buy	3,660 +12	+0.3%	+$834	0.16%	102
2024 Q3	$266K	Buy	+3,648	New	+$261K	0.18%	97
2024 Q1	$275K	Sell	3,939 -304	-7%	-$20.6K	0.2%	88
2023 Q4	$275K	Sell	4,243 -432	-9%	-$26.4K	0.24%	84
2023 Q3	$283K	Buy	+4,675	New	+$294K	0.26%	76
2022 Q4	$308K	Buy	+4,808	New	+$301K	0.32%	70

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Panoramic Investment Advisors's FHLC Position: Q3 2025 in Review

Panoramic Investment Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 3,314 shares — an estimated $212K sold.

Panoramic Investment Advisors first reported a position in FHLC in Q4 2022 and held it in 8 quarters. The position peaked at $308K in Q4 2022. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

Panoramic Investment Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
Panoramic Investment Advisors sold 3,314 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $212K.
Panoramic Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 8 quarters.
Panoramic Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $308K in Q4 2022.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Panoramic Investment Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.