Pinnacle Wealth Planning Services
FHLC icon

Pinnacle Wealth Planning Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Pinnacle Wealth Planning Services’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 		$121K Hold
1,481
– – 0.01% 761
2026
Q2 		$114K Hold
1,481
– – 0.01% 795
2026
Q1 		$104K Hold
1,481
– – 0.01% 775
2025
Q4 		$110K Buy
+1,481
New +$107K 0.01% 727

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's FHLC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 1,481 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #761.

Pinnacle Wealth Planning Services first reported a position in FHLC in Q4 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,481 shares of Fidelity MSCI Health Care Index ETF worth $121K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #761 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.