Waverly Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Waverly Advisors’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	$283K	Buy	3,668 +3,528	+2,520%	+$253K	﹤0.01%	1444
2026 Q1	$9.85K	Hold	140	–	–	﹤0.01%	1604
2025 Q4	$10.4K	Buy	+140	New	+$10.1K	﹤0.01%	1469
2025 Q2	–	Sell	-45,029	Closed	-$3.08M	–	1197
2025 Q1	$3.08M	Buy	+45,029	New	+$3.09M	0.04%	386
2015 Q4	–	Sell	-2,540	Closed	-$81K	–	222
2015 Q3	$81K	Hold	2,540	–	–	0.06%	86
2015 Q2	$92K	Hold	2,540	–	–	0.06%	74
2015 Q1	$90K	Buy	+2,540	New	+$87.6K	0.05%	67

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 22.9% 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

Waverly Advisors's FHLC Position: Q2 2026 in Review

Waverly Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2,520% in Q2 2026, buying an estimated $253K and bringing the position to 3,668 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Waverly Advisors first reported a position in FHLC in Q1 2015 and has held it in 7 quarters since. The position peaked at $3.08M in Q1 2025. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Waverly Advisors held 3,668 shares of Fidelity MSCI Health Care Index ETF worth $283K as of Q2 2026.
Waverly Advisors bought 3,528 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $253K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1444 holding.
Waverly Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2015 and has held it in 7 quarters since.
Waverly Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.08M in Q1 2025.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.