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Fidelity msci hlth care i shares owned by Heirloom Wealth Management

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

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

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All positions including Fidelity msci hlth care i held by Heirloom 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 213k 77.25

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Top funds holding Fidelity msci hlth care i

Charles Schwab Investment Management
Sixth Street Partners Management Company
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AE Wealth Management
Agf Management
LPL Financial
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Raymond James Financial
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