Richard C. Young & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $439K | Sell |
5,368
-395
| -7% | -$32K | 0.03% | 82 |
|
|
2026
Q2 | $445K | Buy |
5,763
+647
| +13% | +$46.5K | 0.03% | 82 |
|
|
2026
Q1 | $360K | Buy |
5,116
+281
| +6% | +$20.7K | 0.03% | 82 |
|
|
2025
Q4 | $359K | Sell |
4,835
-1,119
| -19% | -$80.6K | 0.03% | 82 |
|
|
2025
Q3 | $398K | Buy |
5,954
+130
| +2% | +$8.4K | 0.04% | 79 |
|
|
2025
Q2 | $372K | Buy |
5,824
+51
| +0.9% | +$3.25K | 0.04% | 77 |
|
|
2025
Q1 | $394K | Buy |
5,773
+407
| +8% | +$27.9K | 0.04% | 76 |
|
|
2024
Q4 | $351K | Buy |
+5,366
| New | +$373K | 0.04% | 78 |
|
|
2024
Q1 | – | Sell |
-104,648
| Closed | -$6.77M | – | 78 |
|
|
2023
Q4 | $6.77M | Buy |
+104,648
| New | +$6.39M | 0.91% | 49 |
|
|
2022
Q1 | – | Sell |
-8,494
| Closed | -$583K | – | 75 |
|
|
2021
Q4 | $583K | Buy |
+8,494
| New | +$558K | 0.07% | 68 |
|
|
2020
Q1 | – | Sell |
-9,377
| Closed | -$466K | – | 79 |
|
|
2019
Q4 | $466K | Buy |
+9,377
| New | +$435K | 0.08% | 66 |
|
|
2019
Q1 | – | Sell |
-826,090
| Closed | -$34.1M | – | 72 |
|
|
2018
Q4 | $34.1M | Sell |
826,090
-18,814
| -2% | -$827K | 7.29% | 2 |
|
|
2018
Q3 | $39.5M | Buy |
844,904
+8,199
| +1% | +$366K | 7.52% | 1 |
|
|
2018
Q2 | $34.6M | Sell |
836,705
-4,029
| -0.5% | -$164K | 6.96% | 2 |
|
|
2018
Q1 | $33.5M | Buy |
840,734
+26,936
| +3% | +$1.12M | 6.66% | 2 |
|
|
2017
Q4 | $32.5M | Buy |
813,798
+97,852
| +14% | +$3.9M | 6.13% | 2 |
|
|
2017
Q3 | $28.3M | Buy |
715,946
+17,122
| +2% | +$663K | 5.36% | 2 |
|
|
2017
Q2 | $26.8M | Buy |
698,824
+16,336
| +2% | +$599K | 5.24% | 2 |
|
|
2017
Q1 | $24.4M | Buy |
682,488
+43,689
| +7% | +$1.53M | 4.81% | 2 |
|
|
2016
Q4 | $21M | Buy |
638,799
+43,509
| +7% | +$1.44M | 4.42% | 3 |
|
|
2016
Q3 | $20.5M | Buy |
595,290
+4,826
| +0.8% | +$169K | 4.43% | 3 |
|
|
2016
Q2 | $20M | Sell |
590,464
-6,076
| -1% | -$202K | 4.42% | 3 |
|
|
2016
Q1 | $19.1M | Buy |
596,540
+24,606
| +4% | +$776K | 4.29% | 3 |
|
|
2015
Q4 | $19.7M | Sell |
571,934
-8,960
| -2% | -$303K | 4.49% | 3 |
|
|
2015
Q3 | $18.5M | Buy |
580,894
+3,005
| +0.5% | +$106K | 4.57% | 3 |
|
|
2015
Q2 | $20.9M | Buy |
577,889
+1,499
| +0.3% | +$53.9K | 4.71% | 3 |
|
|
2015
Q1 | $20.3M | Buy |
576,390
+16,232
| +3% | +$560K | 4.44% | 3 |
|
|
2014
Q4 | $18.4M | Buy |
560,158
+513,504
| +1,101% | +$16.4M | 3.9% | 3 |
|
|
2014
Q3 | $1.42M | Buy |
+46,654
| New | +$1.39M | 0.3% | 55 |
|
Other funds holding FHLC
Richard C. Young & Co's FHLC Position: Q3 2026 in Review
Richard C. Young & Co reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 6.9% in Q3 2026, selling an estimated $32K and leaving 5,368 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #82.
Richard C. Young & Co first reported a position in FHLC in Q3 2014 and has held it in 29 quarters since. The position peaked at $39.5M in Q3 2018. 232 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.
- Richard C. Young & Co held 5,368 shares of Fidelity MSCI Health Care Index ETF worth $439K as of Q3 2026.
- Richard C. Young & Co sold 395 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $32K.
- Fidelity MSCI Health Care Index ETF made up 0.03% of Richard C. Young & Co's portfolio in Q3 2026, its #82 holding.
- Richard C. Young & Co first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2014 and has held it in 29 quarters since.
- Richard C. Young & Co's Fidelity MSCI Health Care Index ETF position peaked at $39.5M in Q3 2018.
- 232 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.
Based on Richard C. Young & Co's 13F filing for Q3 2026, filed 4 Nov 2026.