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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accredited Investor Services's FBCG Position: Q1 2026 in Review

Accredited Investor Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 5.4% in Q1 2026, buying an estimated $1.27M and bringing the position to 468,312 shares worth $23.5M. The position accounts for 15.07% of the portfolio, ranked #3.

Accredited Investor Services first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Accredited Investor Services held 468,312 shares of Fidelity Blue Chip Growth ETF worth $23.5M as of Q1 2026.
Accredited Investor Services bought 23,850 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.27M.
Fidelity Blue Chip Growth ETF made up 15.07% of Accredited Investor Services's portfolio in Q1 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 6 quarters since.
Accredited Investor Services's Fidelity Blue Chip Growth ETF position peaked at $24.4M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.