AssuredPartners Investment Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

AssuredPartners Investment Advisors’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	$21.4M	Sell	416,693 -100,668	-19%	-$5.36M	2.33%	4
2025 Q4	$28.4M	Buy	517,361 +96,855	+23%	+$5.25M	4.22%	1
2025 Q3	$22.6M	Buy	420,506 +13,555	+3%	+$690K	5.02%	1
2025 Q2	$19.6M	Sell	406,951 -23,376	-5%	-$997K	4.8%	1
2025 Q1	$17.2M	Buy	430,327 +34,267	+9%	+$1.55M	3.32%	2
2024 Q4	$18.3M	Buy	+396,060	New	+$18M	3.57%	1

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 $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

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

AssuredPartners Investment Advisors's FBCG Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 19% in Q1 2026, selling an estimated $5.36M and leaving 416,693 shares worth $21.4M. The position accounts for 2.33% of the portfolio, ranked #4.

AssuredPartners Investment Advisors first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.4M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

AssuredPartners Investment Advisors held 416,693 shares of Fidelity Blue Chip Growth ETF worth $21.4M as of Q1 2026.
AssuredPartners Investment Advisors sold 100,668 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $5.36M.
Fidelity Blue Chip Growth ETF made up 2.33% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #4 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Fidelity Blue Chip Growth ETF position peaked at $28.4M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.