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Wealth Management Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wealth Management Associates’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 		$553K Buy
7,161
+515
+8% +$37K 0.15% 119
2026
Q1 		$468K Buy
6,646
+2
+0% +$148 0.16% 123
2025
Q4 		$493K Buy
6,644
+775
+13% +$55.8K 0.17% 111
2025
Q3 		$392K Sell
5,869
-73
-1% -$4.72K 0.14% 139
2025
Q2 		$380K Buy
5,942
+3
+0.1% +$191 0.15% 132
2025
Q1 		$406K Sell
5,939
-13
-0.2% -$892 0.17% 115
2024
Q4 		$389K Sell
5,952
-121
-2% -$8.41K 0.17% 116
2024
Q3 		$442K Buy
6,073
+282
+5% +$20.2K 0.19% 107
2024
Q2 		$397K Hold
5,791
– – 0.19% 109
2024
Q1 		$397K Buy
5,791
+2
+0% +$135 0.19% 109
2023
Q4 		$374K Buy
5,789
+1
+0% +$61 0.2% 111
2023
Q3 		$351K Buy
5,788
+787
+16% +$49.5K 0.2% 107
2023
Q2 		$316K Buy
5,001
+11
+0.2% +$690 0.18% 126
2023
Q1 		$307K Buy
4,990
+1
+0% +$62 0.19% 117
2022
Q4 		$319K Buy
4,989
+1
+0% +$63 0.21% 111
2022
Q3 		$288K Buy
4,988
+1
+0% +$61 0.2% 129
2022
Q2 		$303K Sell
4,987
-383
-7% -$23.8K 0.21% 127
2022
Q1 		$353K Buy
5,370
+64
+1% +$4.07K 0.2% 127
2021
Q4 		$364K Buy
5,306
+1,781
+51% +$117K 0.2% 131
2021
Q3 		$225K Buy
3,525
+151
+4% +$9.98K 0.13% 173
2021
Q2 		$215K Buy
+3,374
New +$208K 0.12% 184

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

Wealth Management Associates's FHLC Position: Q2 2026 in Review

Wealth Management Associates increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 7.7% in Q2 2026, buying an estimated $37K and bringing the position to 7,161 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #119.

Wealth Management Associates first reported a position in FHLC in Q2 2021 and has held it in 21 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Wealth Management Associates held 7,161 shares of Fidelity MSCI Health Care Index ETF worth $553K as of Q2 2026.
  • Wealth Management Associates bought 515 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $37K.
  • Fidelity MSCI Health Care Index ETF made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #119 holding.
  • Wealth Management Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.