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Steward Partners Investment Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Steward Partners Investment Advisory’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 		$8.28M Buy
107,226
+956
+0.9% +$68.7K 0.04% 400
2026
Q1 		$7.48M Buy
106,270
+2,540
+2% +$187K 0.04% 399
2025
Q4 		$7.71M Sell
103,730
-2,411
-2% -$174K 0.04% 366
2025
Q3 		$7.1M Buy
106,141
+30,550
+40% +$1.97M 0.04% 380
2025
Q2 		$4.83M Buy
75,591
+4,712
+7% +$300K 0.04% 439
2025
Q1 		$4.84M Buy
70,879
+2,338
+3% +$161K 0.04% 409
2024
Q4 		$4.48M Buy
68,541
+5,327
+8% +$370K 0.04% 408
2024
Q3 		$4.6M Buy
63,214
+9,360
+17% +$670K 0.04% 383
2024
Q2 		$3.69M Sell
53,854
-46,904
-47% -$3.17M 0.04% 407
2024
Q1 		$7.03M Sell
100,758
-8,005
-7% -$542K 0.08% 265
2023
Q4 		$7.04M Buy
108,763
+1,003
+0.9% +$61.3K 0.1% 219
2023
Q3 		$6.53M Buy
107,760
+49,370
+85% +$3.1M 0.1% 208
2023
Q2 		$3.69M Buy
58,390
+532
+0.9% +$33.4K 0.06% 325
2023
Q1 		$3.56M Buy
57,858
+16,061
+38% +$997K 0.06% 329
2022
Q4 		$2.67M Buy
41,797
+41,745
+80,279% +$2.61M 0.05% 373
2022
Q3 		$3K Sell
52
-1,422
-96% -$87.4K ﹤0.01% 2928
2022
Q2 		$89K Sell
1,474
-1,697
-54% -$105K ﹤0.01% 1541
2022
Q1 		$208K Sell
3,171
-123
-4% -$7.83K ﹤0.01% 1273
2021
Q4 		$226K Sell
3,294
-65
-2% -$4.27K ﹤0.01% 1256
2021
Q3 		$214K Buy
3,359
+1,150
+52% +$76K ﹤0.01% 1246
2021
Q2 		$141K Buy
2,209
+2,009
+1,005% +$124K ﹤0.01% 1832
2021
Q1 		$11.8K Buy
+200
New +$11.8K ﹤0.01% 2711

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's FHLC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.9% in Q2 2026, buying an estimated $68.7K and bringing the position to 107,226 shares worth $8.28M. The position accounts for 0.04% of the portfolio, ranked #400.

Steward Partners Investment Advisory first reported a position in FHLC in Q1 2021 and has held it in 22 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Steward Partners Investment Advisory held 107,226 shares of Fidelity MSCI Health Care Index ETF worth $8.28M as of Q2 2026.
  • Steward Partners Investment Advisory bought 956 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $68.7K.
  • Fidelity MSCI Health Care Index ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #400 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.