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Fidelity msci hlth care i shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Fidelity msci hlth care i

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All positions including Fidelity msci hlth care i held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 53k 66.87
2025-06-30 $774k 12k 63.95
2025-03-31 $925k 14k 68.32
2024-12-31 $891k 14k 65.35
2024-09-30 $1.0M 14k 72.80

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View all positions for Summit Financial

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