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Stone House Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Stone House Investment Management’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
Q1 		– Sell
-49
Closed -$3.64K – 1097
2025
Q4 		$3.64K Buy
+49
New +$3.53K ﹤0.01% 478
2025
Q3 		– Sell
-249
Closed -$16K – 737
2025
Q2 		$16K Sell
249
-619
-71% -$39.4K ﹤0.01% 223
2025
Q1 		$59.3K Buy
+868
New +$59.6K 0.01% 135
2024
Q4 		– Sell
-869
Closed -$63.2K – 165
2024
Q3 		$63.2K Buy
869
+1
+0.1% +$72 0.01% 104
2024
Q2 		$59.5K Buy
868
+1
+0.1% +$68 0.02% 111
2024
Q1 		$60.5K Sell
867
-358
-29% -$24.2K 0.01% 112
2023
Q4 		$79.3K Sell
1,225
-643
-34% -$39.3K 0.03% 69
2023
Q3 		$113K Sell
1,868
-11,361
-86% -$714K 0.04% 51
2023
Q2 		$835K Sell
13,229
-71
-0.5% -$4.45K 0.3% 22
2023
Q1 		$818K Buy
13,300
+201
+2% +$12.5K 0.28% 23
2022
Q4 		$838K Buy
13,099
+2,977
+29% +$186K 0.3% 28
2022
Q3 		$584K Sell
10,122
-368
-4% -$22.6K 0.27% 25
2022
Q2 		$636K Buy
10,490
+2,215
+27% +$137K 0.29% 25
2022
Q1 		$543K Buy
+8,275
New +$527K 0.19% 28
2019
Q2 		– Sell
-31,523
Closed -$1.4M – 87
2019
Q1 		$1.4M Buy
31,523
+13,027
+70% +$568K 0.73% 27
2018
Q4 		$764K Buy
+18,496
New +$813K 0.48% 30

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stone House Investment Management's FHLC Position: Q1 2026 in Review

Stone House Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 49 shares — an estimated $3.64K sold.

Stone House Investment Management first reported a position in FHLC in Q4 2018 and held it in 16 quarters. The position peaked at $1.4M in Q1 2019. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Stone House Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 49 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $3.64K.
  • Stone House Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 16 quarters.
  • Stone House Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $1.4M in Q1 2019.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.