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

Partnership 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	$414K	Buy	5,355 +162	+3%	+$11.6K	0.28%	48
2026 Q1	$365K	Buy	5,193 +477	+10%	+$35.2K	0.28%	49
2025 Q4	$350K	Buy	4,716 +228	+5%	+$16.4K	0.25%	53
2025 Q3	$300K	Buy	4,488 +138	+3%	+$8.92K	0.23%	61
2025 Q2	$278K	Buy	4,350 +202	+5%	+$12.9K	0.23%	62
2025 Q1	$283K	Sell	4,148 -88	-2%	-$6.04K	0.24%	64
2024 Q4	$277K	Buy	4,236 +836	+25%	+$58.1K	0.23%	64
2024 Q3	$248K	Sell	3,400 -106	-3%	-$7.59K	0.17%	69
2024 Q2	$240K	Buy	3,506 +2,284	+187%	+$154K	0.18%	85
2024 Q1	$85.3K	Hold	1,222	–	–	0.06%	128
2023 Q4	$80.9K	Buy	+1,222	New	+$74.6K	0.06%	129

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

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

Partnership Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 5,355 shares worth $414K. The position accounts for 0.28% of the portfolio, ranked #48.

Partnership Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Partnership Wealth Management held 5,355 shares of Fidelity MSCI Health Care Index ETF worth $414K as of Q2 2026.
Partnership Wealth Management bought 162 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $11.6K.
Fidelity MSCI Health Care Index ETF made up 0.28% of Partnership Wealth Management's portfolio in Q2 2026, its #48 holding.
Partnership Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.