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 Q3	$416K	Sell	5,094 -261	-5%	-$21.1K	0.3%	47
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Partnership Wealth Management's FHLC Position: Q3 2026 in Review

Partnership Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.9% in Q3 2026, selling an estimated $21.1K and leaving 5,094 shares worth $416K. The position accounts for 0.3% of the portfolio, ranked #47.

Partnership Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Partnership Wealth Management held 5,094 shares of Fidelity MSCI Health Care Index ETF worth $416K as of Q3 2026.
Partnership Wealth Management sold 261 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $21.1K.
Fidelity MSCI Health Care Index ETF made up 0.3% of Partnership Wealth Management's portfolio in Q3 2026, its #47 holding.
Partnership Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 12 quarters since.
236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.