Richard C. Young & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Richard C. Young & Co’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	$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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Richard C. Young & Co's FHLC Position: Q2 2026 in Review

Richard C. Young & Co increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 13% in Q2 2026, buying an estimated $46.5K and bringing the position to 5,763 shares worth $445K. 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 28 quarters since. The position peaked at $39.5M in Q3 2018. 137 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Richard C. Young & Co held 5,763 shares of Fidelity MSCI Health Care Index ETF worth $445K as of Q2 2026.
Richard C. Young & Co bought 647 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $46.5K.
Fidelity MSCI Health Care Index ETF made up 0.03% of Richard C. Young & Co's portfolio in Q2 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 28 quarters since.
Richard C. Young & Co's Fidelity MSCI Health Care Index ETF position peaked at $39.5M in Q3 2018.
137 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.