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Valley Brook Capital Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Valley Brook Capital Group’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 		$369K Buy
4,772
+151
+3% +$10.8K 0.21% 84
2026
Q1 		$325K Buy
4,621
+660
+17% +$48.7K 0.22% 85
2025
Q4 		$294K Sell
3,961
-209
-5% -$15K 0.19% 96
2025
Q3 		$279K Sell
4,170
-184
-4% -$11.9K 0.19% 93
2025
Q2 		$278K Buy
4,354
+30
+0.7% +$1.91K 0.21% 94
2025
Q1 		$295K Buy
4,324
+16
+0.4% +$1.1K 0.23% 91
2024
Q4 		$282K Buy
4,308
+51
+1% +$3.54K 0.21% 97
2024
Q3 		$310K Buy
4,257
+141
+3% +$10.1K 0.22% 94
2024
Q2 		$282K Buy
4,116
+326
+9% +$22K 0.22% 96
2024
Q1 		$264K Buy
3,790
+590
+18% +$40K 0.21% 97
2023
Q4 		$207K Buy
+3,200
New +$195K 0.18% 108
2021
Q2 		– Sell
-1,875
Closed -$110K – 208
2021
Q1 		$110K Buy
1,875
+371
+25% +$21.9K 0.1% 152
2020
Q4 		$86K Buy
+1,504
New +$83K 0.09% 156

Other funds holding FHLC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Valley Brook Capital Group's FHLC Position: Q2 2026 in Review

Valley Brook Capital Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 4,772 shares worth $369K. The position accounts for 0.21% of the portfolio, ranked #84.

Valley Brook Capital Group first reported a position in FHLC in Q4 2020 and has held it in 13 quarters since. 219 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Valley Brook Capital Group held 4,772 shares of Fidelity MSCI Health Care Index ETF worth $369K as of Q2 2026.
  • Valley Brook Capital Group bought 151 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $10.8K.
  • Fidelity MSCI Health Care Index ETF made up 0.21% of Valley Brook Capital Group's portfolio in Q2 2026, its #84 holding.
  • Valley Brook Capital Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 13 quarters since.
  • 219 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.