Sage Mountain Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sage Mountain Advisors’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	$99.9K	Hold	1,293	–	–	0.01%	248
2026 Q1	$91K	Sell	1,293 -12	-0.9%	-$885	0.01%	229
2025 Q4	$97K	Buy	1,305 +25	+2%	+$1.8K	0.01%	507
2025 Q3	$85.6K	Hold	1,280	–	–	﹤0.01%	501
2025 Q2	$81.9K	Hold	1,280	–	–	0.01%	446
2025 Q1	$87.5K	Hold	1,280	–	–	0.01%	422
2024 Q4	$83.6K	Hold	1,280	–	–	0.01%	418
2024 Q3	$93.2K	Buy	+1,280	New	+$91.6K	0.01%	423

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

Sage Mountain Advisors's FHLC Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 1,293 shares worth $99.9K. The position accounts for 0.01% of the portfolio, ranked #248.

Sage Mountain Advisors first reported a position in FHLC in Q3 2024 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Sage Mountain Advisors held 1,293 shares of Fidelity MSCI Health Care Index ETF worth $99.9K as of Q2 2026.
Sage Mountain Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #248 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 8 quarters since.
383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.