SYM Financial Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SYM Financial Corp’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	$36.1K	Buy	+468	New	+$33.6K	﹤0.01%	448
2026 Q1	–	Sell	-468	Closed	-$34.7K	–	430
2025 Q4	$34.7K	Buy	+468	New	+$33.7K	﹤0.01%	370
2025 Q3	–	Sell	-468	Closed	-$29.9K	–	428
2025 Q2	$29.9K	Buy	+468	New	+$29.8K	﹤0.01%	374
2024 Q2	–	Sell	-1,075	Closed	-$75K	–	265
2024 Q1	$75K	Sell	1,075 -1,850	-63%	-$125K	0.01%	115
2023 Q4	$189K	Sell	2,925 -575	-16%	-$35.1K	0.03%	103
2023 Q3	$212K	Buy	+3,500	New	+$220K	0.04%	86

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

SYM Financial Corp's FHLC Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 468 shares worth $36.1K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in FHLC as recently as Q4 2025.

SYM Financial Corp first reported a position in FHLC in Q3 2023 and has held it in 6 quarters since. The position peaked at $212K in Q3 2023. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

SYM Financial Corp held 468 shares of Fidelity MSCI Health Care Index ETF worth $36.1K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new SYM Financial Corp position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #448 holding.
SYM Financial Corp first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 6 quarters since.
SYM Financial Corp's Fidelity MSCI Health Care Index ETF position peaked at $212K in Q3 2023.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.