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Fidelity msci hlth care i shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci hlth care i by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 134k 66.87
2025-06-30 $4.4M 69k 63.95
2025-03-31 $5.7M 84k 68.32
2024-12-31 $4.7M 71k 65.35
2023-12-31 $7.2M 111k 64.69

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio Wealth Management

Top funds holding Fidelity msci hlth care i

Lido Advisors
Charles Schwab Investment Management
Agf Management
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Rockland Trust
Altfest L J & Co
Weatherly Asset Management
McGlone Suttner Wealth Management
Raymond James Financial
Mercer Global Advisors
Kestra Advisory Services
Advisor Group Holdings
Full Sail Capital

View all funds holding Fidelity msci hlth care i