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Holdings (Monthly) Guide ↗

Select Health Care Services Portfolio

· Fidelity Select Portfolios
Monthly Holdings $823M AUM 46 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 7 New 10 Added 20 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 520,282 +116,220 $197.9M +67.0% 24.53% EC
2 CVS HEALTH CORP 126650100 Feb 2026 1,150,670 +79,900 $104.7M +22.4% 12.98% EC
3 ELEVANCE HEALTH INC 036752103 Feb 2026 217,180 +61,519 $85.4M +71.4% 10.59% EC
4 Fidelity Revere Street Trust 31635A105 Feb 2026 59,764,668 +58,679,668 $59.8M +5408.3% 7.41% STIV
5 BRIGHTSPRING HEALTH SERVICES INC 10950A106 Feb 2026 690,465 +103,765 $42.6M +75.2% 5.28% EC
6 MCKESSON CORP 58155Q103 Feb 2026 52,370 -48,830 $38.9M -61.1% 4.82% EC
7 CENCORA INC 03073E105 Feb 2026 138,968 -13,500 $37.4M -34.0% 4.64% EC
8 TENET HEALTHCARE CORP 88033G407 Feb 2026 141,850 +14,950 $24.9M -18.1% 3.08% EC
9 HUMANA INC 444859102 May 2026 69,400 NEW $21.2M 2.63% EC
10 ALIGNMENT HEALTHCARE INC 01625V104 Feb 2026 1,357,300 +205,900 $20.8M -6.0% 2.58% EC
11 PRIVIA HEALTH GROUP INC 74276R102 Feb 2026 776,464 -52,800 $16.7M -15.2% 2.07% EC
12 DAVITA INC 23918K108 May 2026 84,600 NEW $16.4M 2.04% EC
13 Fidelity Revere Street Trust 31635A303 Feb 2026 15,690,710 -1,740,982 $15.7M -10.0% 1.95% STIV
14 PEDIATRIX MEDICAL GROUP INC 58502B106 Feb 2026 695,000 -54,100 $15.0M +0.7% 1.86% EC
15 ASTRANA HEALTH INC 03763A207 Feb 2026 397,590 -32,800 $15.0M +70.9% 1.85% EC
16 ENCOMPASS HEALTH CORP 29261A100 Feb 2026 137,300 -10,100 $14.5M -8.6% 1.80% EC
17 SURGERY PARTNERS INC 86881A100 Feb 2026 1,056,357 +559,400 $14.1M +83.2% 1.75% EC
18 LIFESTANCE HEALTH GROUP INC 53228F101 Feb 2026 1,772,268 -19,300 $13.7M +5.3% 1.69% EC
19 CARDINAL HEALTH INC 14149Y108 Feb 2026 58,386 -58,600 $11.5M -57.2% 1.42% EC
20 GUARDANT HEALTH INC 40131M109 Feb 2026 86,466 +37,800 $11.2M +145.4% 1.39% EC
21 US PHYSICAL THERAPY INC 90337L108 Feb 2026 142,708 -8,700 $9.2M -27.0% 1.14% EC
22 PACS GROUP INC 69380Q107 Feb 2026 227,500 +89,100 $8.3M +65.0% 1.03% EC
23 GUARDIAN PHARMACY SERVICES INC 40145W101 May 2026 170,116 NEW $6.6M 0.82% EC
24 ACADIA HEALTHCARE CO INC 00404A109 Feb 2026 281,999 -14,000 $6.5M -5.7% 0.81% EC
25 HCA HEALTHCARE INC 40412C101 Feb 2026 11,867 -41,600 $4.5M -84.1% 0.56% EC
26 ALEDADE INC N/A Feb 2026 59,859 $1.9M +18.6% 0.24% EP
27 HIMS and HERS HEALTH INC 433000106 May 2026 70,100 NEW $1.8M 0.23% EC
28 ALEDADE INC N/A Feb 2026 52,232 NEW $1.7M 0.21% EP
29 NEOGENOMICS INC 64049M209 Feb 2026 149,300 $1.6M +7.0% 0.19% EC
30 ALEDADE INC N/A Feb 2026 40,149 NEW $1.3M 0.16% EP
31 LUMEXA IMAGING HOLDINGS INC 550249106 Feb 2026 150,838 -313,462 $1.2M -82.1% 0.15% EC
32 HLDEL THRIVE HOLDINGS LLC N/A Feb 2026 69,639 NEW $342K 0.04% EC
33 ADDUS HOMECARE CORP 006739106 Feb 2026 1,661 -73,300 $152K -98.0% 0.02% EC
34 WAYSTAR HOLDING CORP 946784105 Feb 2026 3,500 -261,600 $70K -99.0% 0.01% EC
35 HINGE HEALTH INC 433313103 Feb 2026 1,000 -43,200 $56K -97.0% 0.01% EC
36 MOLINA HEALTHCARE INC 60855R100 Feb 2026 300 -60,300 $52K -99.4% 0.01% EC
37 GENEDX HOLDINGS CORP 81663L200 Feb 2026 1,000 -97,700 $52K -99.3% 0.01% EC
38 MEDLINE INC 58507V107 Feb 2026 1,100 -13,500 $40K -94.2% 0.00% EC
39 HENRY SCHEIN INC 806407102 Feb 2026 400 -124,600 $31K -99.7% 0.00% EC
40 OPTION CARE HEALTH INC 68404L201 Feb 2026 100 $2K -35.7% 0.00% EC
CIGNA GROUP (THE) 125523100 138,872 SOLD $40.2M
CHEMED CORP 16359R103 64,400 SOLD $26.4M
LABCORP HOLDINGS INC 504922105 77,630 SOLD $22.4M
HEALTHEQUITY INC 42226A107 120,187 SOLD $9.2M
CROSS COUNTRY HEALTHCARE INC 227483104 553,100 SOLD $4.8M
CENTENE CORP DEL 15135B101 1,584 SOLD $0.1M