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

Wealthstar 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 		$852K Buy
11,027
+18
+0.2% +$1.29K 0.25% 56
2026
Q1 		$775K Sell
11,009
-135
-1% -$9.96K 0.36% 59
2025
Q4 		$828K Sell
11,144
-69
-0.6% -$4.97K 0.36% 52
2025
Q3 		$750K Buy
11,213
+317
+3% +$20.5K 0.3% 65
2025
Q2 		$697K Buy
10,896
+465
+4% +$29.6K 0.26% 73
2025
Q1 		$713K Buy
10,431
+363
+4% +$24.9K 0.33% 68
2024
Q4 		$658K Buy
+10,068
New +$700K 0.29% 67
2024
Q2 		– Sell
-10,182
Closed -$710K – 59
2024
Q1 		$710K Sell
10,182
-569
-5% -$38.5K 0.25% 55
2023
Q4 		$695K Sell
10,751
-290
-3% -$17.7K 0.11% 55
2023
Q3 		$669K Sell
11,041
-659
-6% -$41.4K 0.26% 42
2023
Q2 		$739K Buy
11,700
+1
+0% +$63 0.31% 36
2023
Q1 		$719K Buy
11,699
+588
+5% +$36.5K 0.27% 39
2022
Q4 		$711K Sell
11,111
-394
-3% -$24.6K 0.32% 36
2022
Q3 		$667K Buy
11,505
+82
+0.7% +$5.04K 0.32% 37
2022
Q2 		$690K Buy
11,423
+1
+0% +$62 0.27% 48
2022
Q1 		$753K Buy
11,422
+1
+0% +$64 0.28% 48
2021
Q4 		$782K Buy
11,421
+152
+1% +$9.99K 0.27% 40
2021
Q3 		$717K Buy
11,269
+401
+4% +$26.5K 0.22% 45
2021
Q2 		$690K Buy
+10,868
New +$669K 0.22% 47

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

Wealthstar Advisors's FHLC Position: Q2 2026 in Review

Wealthstar Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.16% in Q2 2026, buying an estimated $1.29K and bringing the position to 11,027 shares worth $852K. The position accounts for 0.25% of the portfolio, ranked #56.

Wealthstar Advisors first reported a position in FHLC in Q2 2021 and has held it in 19 quarters since. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Wealthstar Advisors held 11,027 shares of Fidelity MSCI Health Care Index ETF worth $852K as of Q2 2026.
  • Wealthstar Advisors bought 18 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.29K.
  • Fidelity MSCI Health Care Index ETF made up 0.25% of Wealthstar Advisors's portfolio in Q2 2026, its #56 holding.
  • Wealthstar Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 19 quarters since.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.