Sweeney & Michel’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sweeney & Michel’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 Q3	$264K	Sell	3,230 -392	-11%	-$31.7K	0.07%	136
2026 Q2	$292K	Buy	3,622 +9	+0.2%	+$646	0.08%	130
2026 Q1	$257K	Buy	3,613 +7	+0.2%	+$517	0.08%	132
2025 Q4	$269K	Buy	3,606 +9	+0.3%	+$648	0.08%	125
2025 Q3	$245K	Buy	3,597 +109	+3%	+$7.04K	0.08%	120
2025 Q2	$224K	Buy	+3,488	New	+$222K	0.08%	124
2024 Q3	$200K	Buy	+2,760	New	+$198K	0.08%	119

Other funds holding FHLC

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Sweeney & Michel's FHLC Position: Q3 2026 in Review

Sweeney & Michel reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 11% in Q3 2026, selling an estimated $31.7K and leaving 3,230 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #136.

Sweeney & Michel first reported a position in FHLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2026. 125 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Sweeney & Michel held 3,230 shares of Fidelity MSCI Health Care Index ETF worth $264K as of Q3 2026.
Sweeney & Michel sold 392 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $31.7K.
Fidelity MSCI Health Care Index ETF made up 0.07% of Sweeney & Michel's portfolio in Q3 2026, its #136 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 7 quarters since.
Sweeney & Michel's Fidelity MSCI Health Care Index ETF position peaked at $292K in Q2 2026.
125 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.