Savvy Advisors Inc’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Savvy Advisors Inc’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	$359K	Sell	4,643 -150	-3%	-$10.8K	0.01%	911
2026 Q1	$337K	Buy	4,793 +143	+3%	+$10.6K	0.01%	818
2025 Q4	$345K	Buy	4,650 +1,013	+28%	+$72.9K	0.01%	717
2025 Q3	$243K	Buy	+3,637	New	+$235K	0.01%	710
2025 Q2	–	Sell	-6,312	Closed	-$431K	–	654
2025 Q1	$431K	Buy	6,312 +736	+13%	+$50.5K	0.04%	315
2024 Q4	$364K	Sell	5,576 -171	-3%	-$11.9K	0.04%	299
2024 Q3	$418K	Buy	5,747 +1,159	+25%	+$82.9K	0.09%	202
2024 Q2	$315K	Buy	4,588 +1,211	+36%	+$81.8K	0.1%	202
2024 Q1	$236K	Buy	+3,377	New	+$229K	0.14%	192

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

Savvy Advisors Inc's FHLC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.1% in Q2 2026, selling an estimated $10.8K and leaving 4,643 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #911.

Savvy Advisors Inc first reported a position in FHLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $431K in Q1 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Savvy Advisors Inc held 4,643 shares of Fidelity MSCI Health Care Index ETF worth $359K as of Q2 2026.
Savvy Advisors Inc sold 150 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $10.8K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #911 holding.
Savvy Advisors Inc first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Fidelity MSCI Health Care Index ETF position peaked at $431K in Q1 2025.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.