Rockland Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Rockland Trust’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	$2.31M	Sell	28,319 -1,058	-4%	-$85.7K	0.09%	103
2026 Q2	$2.27M	Sell	29,377 -1,330	-4%	-$95.5K	0.09%	105
2026 Q1	$2.16M	Sell	30,707 -1,380	-4%	-$102K	0.09%	104
2025 Q4	$2.38M	Sell	32,087 -295,654	-90%	-$21.3M	0.09%	105
2025 Q3	$21.9M	Buy	+327,741	New	+$21.2M	0.9%	36

Other funds holding FHLC

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Rockland Trust's FHLC Position: Q3 2026 in Review

Rockland Trust reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.6% in Q3 2026, selling an estimated $85.7K and leaving 28,319 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #103.

Rockland Trust first reported a position in FHLC in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.9M in Q3 2025. 41 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Rockland Trust held 28,319 shares of Fidelity MSCI Health Care Index ETF worth $2.31M as of Q3 2026.
Rockland Trust sold 1,058 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $85.7K.
Fidelity MSCI Health Care Index ETF made up 0.09% of Rockland Trust's portfolio in Q3 2026, its #103 holding.
Rockland Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 5 quarters since.
Rockland Trust's Fidelity MSCI Health Care Index ETF position peaked at $21.9M in Q3 2025.
41 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.