Robertson Stephens Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Robertson Stephens 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 Q2	$869K	Buy	11,249 +637	+6%	+$45.8K	0.02%	340
2026 Q1	$747K	Buy	10,612 +380	+4%	+$28K	0.02%	346
2025 Q4	$760K	Buy	+10,232	New	+$737K	0.02%	353
2024 Q2	–	Sell	-30,598	Closed	-$2.13M	–	512
2024 Q1	$2.13M	Hold	30,598	–	–	0.11%	148
2023 Q4	$1.98M	Hold	30,598	–	–	0.12%	140
2023 Q3	$1.85M	Hold	30,598	–	–	0.13%	147
2023 Q2	$1.93M	Hold	30,598	–	–	0.14%	133
2023 Q1	$1.88M	Hold	30,598	–	–	0.14%	129
2022 Q4	$1.96M	Hold	30,598	–	–	0.19%	107
2022 Q3	$1.76M	Sell	30,598 -203	-0.7%	-$12.5K	0.18%	104
2022 Q2	$1.87M	Hold	30,801	–	–	0.18%	105
2022 Q1	$2.02M	Hold	30,801	–	–	0.17%	110
2021 Q4	$2.11M	Buy	30,801 +775	+3%	+$51K	0.18%	109
2021 Q3	$1.92M	Sell	30,026 -342	-1%	-$22.6K	0.22%	73
2021 Q2	$1.94M	Hold	30,368	–	–	0.23%	73
2021 Q1	$1.79M	Hold	30,368	–	–	0.29%	61
2020 Q4	$1.75M	Hold	30,368	–	–	0.37%	55
2020 Q3	$1.6M	Buy	30,368 +545	+2%	+$28.5K	0.39%	51
2020 Q2	$1.48M	Buy	29,823 +6,935	+30%	+$336K	0.43%	53
2020 Q1	$984K	Hold	22,888	–	–	0.34%	66
2019 Q4	$1.14M	Hold	22,888	–	–	0.57%	36
2019 Q3	$993K	Hold	22,888	–	–	0.5%	44
2019 Q2	$1.03M	Hold	22,888	–	–	1%	30
2019 Q1	$1.02M	Hold	22,888	–	–	0.87%	32
2018 Q4	$953K	Buy	+22,888	New	+$1.01M	0.95%	28

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Robertson Stephens Wealth Management's FHLC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 6% in Q2 2026, buying an estimated $45.8K and bringing the position to 11,249 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #340.

Robertson Stephens Wealth Management first reported a position in FHLC in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.13M in Q1 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Robertson Stephens Wealth Management held 11,249 shares of Fidelity MSCI Health Care Index ETF worth $869K as of Q2 2026.
Robertson Stephens Wealth Management bought 637 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $45.8K.
Fidelity MSCI Health Care Index ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #340 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 25 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.13M in Q1 2024.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.