Triumph Capital Management
FHLC icon

Triumph Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Triumph Capital 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
Q3 		$11.4K Hold
140
– – ﹤0.01% 1157
2026
Q2 		$10.8K Hold
140
– – ﹤0.01% 1131
2026
Q1 		$9.8K Buy
+140
New +$10.3K ﹤0.01% 1128

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Weatherly Asset Management
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Kestra Advisory Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
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Triumph Capital Management's FHLC Position: Q3 2026 in Review

Triumph Capital Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 140 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Triumph Capital Management first reported a position in FHLC in Q1 2026 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Triumph Capital Management held 140 shares of Fidelity MSCI Health Care Index ETF worth $11.4K as of Q3 2026.
  • Triumph Capital Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1157 holding.
  • Triumph Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.