Accredited Investor Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Accredited Investor Services’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.1M	Sell	467,976 -336	-0.1%	-$19.9K	16.42%	3
2026 Q1	$23.5M	Buy	468,312 +23,850	+5%	+$1.27M	15.07%	3
2025 Q4	$24.4M	Sell	444,462 -632	-0.1%	-$34.3K	16.15%	3
2025 Q3	$23.9M	Buy	445,094 +5,543	+1%	+$282K	16.42%	3
2025 Q2	$21.2M	Buy	439,551 +12,440	+3%	+$531K	16.02%	3
2025 Q1	$17.1M	Buy	427,111 +850	+0.2%	+$38.5K	14.26%	3
2024 Q4	$19.7M	Buy	+426,261	New	+$19.3M	15.78%	3

Other funds holding FBCG

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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 22.96% 1-Year Est. Return

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Accredited Investor Services's FBCG Position: Q2 2026 in Review

Accredited Investor Services reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.07% in Q2 2026, selling an estimated $19.9K and leaving 467,976 shares worth $29.1M. The position accounts for 16.42% of the portfolio, ranked #3.

Accredited Investor Services first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Accredited Investor Services held 467,976 shares of Fidelity Blue Chip Growth ETF worth $29.1M as of Q2 2026.
Accredited Investor Services sold 336 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $19.9K.
Fidelity Blue Chip Growth ETF made up 16.42% of Accredited Investor Services's portfolio in Q2 2026, its #3 holding.
Accredited Investor Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.