Signature Wealth Management Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Signature Wealth Management Partners’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	$550K	Sell	7,123 -3,786	-35%	-$272K	0.26%	70
2026 Q1	$768K	Buy	10,909 +190	+2%	+$14K	0.38%	50
2025 Q4	$796K	Sell	10,719 -1,902	-15%	-$137K	0.39%	49
2025 Q3	$844K	Sell	12,621 -1,736	-12%	-$112K	0.44%	46
2025 Q2	$918K	Sell	14,357 -1,362	-9%	-$86.7K	0.52%	38
2025 Q1	$1.07M	Sell	15,719 -6,573	-29%	-$451K	0.7%	27
2024 Q4	$1.46M	Sell	22,292 -782	-3%	-$54.3K	1%	18
2024 Q3	$1.68M	Sell	23,074 -2,360	-9%	-$169K	1.22%	15
2024 Q2	$1.74M	Sell	25,434 -875	-3%	-$59.1K	1.33%	15
2024 Q1	$1.84M	Buy	26,309 +679	+3%	+$46K	1.49%	13
2023 Q4	$1.66M	Sell	25,630 -103	-0.4%	-$6.29K	1.45%	11
2023 Q3	$1.56M	Sell	25,733 -94	-0.4%	-$5.91K	1.52%	11
2023 Q2	$1.63M	Buy	25,827 +4,503	+21%	+$282K	1.51%	11
2023 Q1	$1.31M	Sell	21,324 -1,973	-8%	-$122K	1.22%	19
2022 Q4	$1.49M	Buy	23,297 +65	+0.3%	+$4.06K	1.47%	16
2022 Q3	$1.34M	Buy	23,232 +830	+4%	+$51K	1.47%	16
2022 Q2	$1.36M	Buy	22,402 +1,503	+7%	+$93.3K	1.39%	16
2022 Q1	$1.37M	Buy	20,899 +732	+4%	+$46.6K	1.17%	21
2021 Q4	$1.39M	Buy	20,167 +992	+5%	+$65.2K	1.17%	24
2021 Q3	$1.22M	Buy	19,175 +736	+4%	+$48.6K	1.11%	25
2021 Q2	$1.18M	Buy	18,439 +2,711	+17%	+$167K	1.07%	25
2021 Q1	$927K	Buy	15,728 +667	+4%	+$39.5K	0.89%	32
2020 Q4	$870K	Buy	+15,061	New	+$831K	0.87%	29

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

Signature Wealth Management Partners's FHLC Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 35% in Q2 2026, selling an estimated $272K and leaving 7,123 shares worth $550K. The position accounts for 0.26% of the portfolio, ranked #70.

Signature Wealth Management Partners first reported a position in FHLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q1 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Signature Wealth Management Partners held 7,123 shares of Fidelity MSCI Health Care Index ETF worth $550K as of Q2 2026.
Signature Wealth Management Partners sold 3,786 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $272K.
Fidelity MSCI Health Care Index ETF made up 0.26% of Signature Wealth Management Partners's portfolio in Q2 2026, its #70 holding.
Signature Wealth Management Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's Fidelity MSCI Health Care Index ETF position peaked at $1.84M in Q1 2024.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

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