PSCM
FHLC icon

Per Stirling Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Per Stirling Capital 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
Q1 		$285K Buy
4,052
+46
+1% +$3.39K 0.03% 261
2025
Q4 		$298K Sell
4,006
-329
-8% -$23.7K 0.03% 242
2025
Q3 		$290K Buy
4,335
+15
+0.3% +$969 0.03% 228
2025
Q2 		$276K Sell
4,320
-149
-3% -$9.49K 0.04% 228
2025
Q1 		$305K Sell
4,469
-382
-8% -$26.2K 0.04% 216
2024
Q4 		$317K Sell
4,851
-293
-6% -$20.4K 0.05% 209
2024
Q3 		$374K Buy
5,144
+15
+0.3% +$1.07K 0.05% 209
2024
Q2 		$352K Buy
5,129
+15
+0.3% +$1.01K 0.06% 189
2024
Q1 		$357K Buy
5,114
+15
+0.3% +$1.02K 0.06% 176
2023
Q4 		$330K Sell
5,099
-94
-2% -$5.74K 0.06% 166
2023
Q3 		$315K Buy
5,193
+16
+0.3% +$1K 0.07% 159
2023
Q2 		$327K Sell
5,177
-1,265
-20% -$79.3K 0.07% 156
2023
Q1 		$396K Buy
6,442
+15
+0.2% +$931 0.09% 135
2022
Q4 		$411K Buy
+6,427
New +$402K 0.07% 139

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AWM
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return