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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
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

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 22.96% 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

Sweeney & Michel's FHLC Position: Q2 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.25% in Q2 2026, buying an estimated $646 and bringing the position to 3,622 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #130.

Sweeney & Michel first reported a position in FHLC in Q3 2024 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Sweeney & Michel held 3,622 shares of Fidelity MSCI Health Care Index ETF worth $292K as of Q2 2026.
  • Sweeney & Michel bought 9 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $646.
  • Fidelity MSCI Health Care Index ETF made up 0.08% of Sweeney & Michel's portfolio in Q2 2026, its #130 holding.
  • Sweeney & Michel first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.