SouthState Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SouthState Corp’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24	Closed	-$1.78K	–	1330
2025 Q4	$1.78K	Buy	+24	New	+$1.73K	﹤0.01%	1008
2023 Q2	–	Sell	-1,744	Closed	-$107K	–	608
2023 Q1	$107K	Sell	1,744 -516	-23%	-$32K	0.01%	302
2022 Q4	$145K	Hold	2,260	–	–	0.01%	291
2022 Q3	$130K	Hold	2,260	–	–	0.01%	289
2022 Q2	$137K	Hold	2,260	–	–	0.01%	289
2022 Q1	$148K	Buy	+2,260	New	+$144K	0.01%	309

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SouthState Corp's FHLC Position: Q1 2026 in Review

SouthState Corp sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 24 shares — an estimated $1.78K sold.

SouthState Corp first reported a position in FHLC in Q1 2022 and held it in 6 quarters. The position peaked at $148K in Q1 2022. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

SouthState Corp reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
SouthState Corp sold 24 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $1.78K.
SouthState Corp first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 6 quarters.
SouthState Corp's Fidelity MSCI Health Care Index ETF position peaked at $148K in Q1 2022.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.