KDK Private Wealth Management »

Fidelity msci hlth care i shares owned by KDK Private Wealth Management

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

Historical chart of KDK Private 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 KDK Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 26k 66.87
2025-06-30 $1.7M 27k 63.95

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private 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