Truist Financial
FHLC icon

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

Truist Financial’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 		$725K Buy
9,383
+128
+1% +$9.19K ﹤0.01% 1965
2026
Q1 		$651K Sell
9,255
-962
-9% -$71K ﹤0.01% 1921
2025
Q4 		$759K Sell
10,217
-8,243
-45% -$594K ﹤0.01% 1817
2025
Q3 		$1.23M Sell
18,460
-15,114
-45% -$976K ﹤0.01% 1572
2025
Q2 		$2.15M Sell
33,574
-1,372
-4% -$87.4K ﹤0.01% 1238
2025
Q1 		$2.39M Sell
34,946
-742
-2% -$50.9K ﹤0.01% 1141
2024
Q4 		$2.33M Buy
35,688
+7,751
+28% +$539K ﹤0.01% 1162
2024
Q3 		$2.03M Sell
27,937
-2,243
-7% -$161K ﹤0.01% 1220
2024
Q2 		$2.07M Sell
30,180
-1,327
-4% -$89.7K ﹤0.01% 1254
2024
Q1 		$2.2M Sell
31,507
-13,097
-29% -$887K ﹤0.01% 1239
2023
Q4 		$2.89M Sell
44,604
-8,315
-16% -$508K ﹤0.01% 1083
2023
Q3 		$3.21M Sell
52,919
-2,441
-4% -$153K 0.01% 1018
2023
Q2 		$3.49M Sell
55,360
-21,171
-28% -$1.33M 0.01% 991
2023
Q1 		$4.7M Buy
76,531
+10,944
+17% +$679K 0.01% 848
2022
Q4 		$4.2M Buy
65,587
+374
+0.6% +$23.4K 0.01% 878
2022
Q3 		$3.76M Sell
65,213
-7,138
-10% -$439K 0.01% 893
2022
Q2 		$4.39M Sell
72,351
-354
-0.5% -$22K 0.01% 852
2022
Q1 		$4.77M Sell
72,705
-107,521
-60% -$6.84M 0.01% 900
2021
Q4 		$12.4M Buy
180,226
+169
+0.1% +$11.1K 0.02% 576
2021
Q3 		$11.5M Buy
180,057
+50,690
+39% +$3.35M 0.02% 591
2021
Q2 		$8.25M Buy
129,367
+1,996
+2% +$123K 0.01% 700
2021
Q1 		$7.51M Sell
127,371
-167,574
-57% -$9.91M 0.01% 693
2020
Q4 		$17M Sell
294,945
-16,107
-5% -$889K 0.03% 442
2020
Q3 		$16.4M Buy
311,052
+184,449
+146% +$9.64M 0.04% 407
2020
Q2 		$6.3M Buy
126,603
+38,973
+44% +$1.89M 0.01% 660
2020
Q1 		$3.77M Buy
87,630
+767
+0.9% +$36.3K 0.01% 751
2019
Q4 		$4.32M Buy
+86,863
New +$4.03M 0.01% 799

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

Truist Financial's FHLC Position: Q2 2026 in Review

Truist Financial increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.4% in Q2 2026, buying an estimated $9.19K and bringing the position to 9,383 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Truist Financial first reported a position in FHLC in Q4 2019 and has held it in 27 quarters since. The position peaked at $17M in Q4 2020. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Truist Financial held 9,383 shares of Fidelity MSCI Health Care Index ETF worth $725K as of Q2 2026.
  • Truist Financial bought 128 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $9.19K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1965 holding.
  • Truist Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Fidelity MSCI Health Care Index ETF position peaked at $17M in Q4 2020.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.