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Fidelity msci hlth care i shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 116k 66.87
2025-06-30 $8.6M 135k 63.95
2025-03-31 $1.9M 29k 68.32
2024-12-31 $1.8M 28k 65.35

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern 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