Baron Wealth Management
FBCG icon

Baron Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Baron Wealth Management’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
Q3 		$261K Hold
4,123
– – 0.07% 229
2026
Q2 		$256K Hold
4,123
– – 0.07% 237
2026
Q1 		$207K Buy
+4,123
New +$219K 0.06% 262

Other funds holding FBCG

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Baron Wealth Management's FBCG Position: Q3 2026 in Review

Baron Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q3 2026 at 4,123 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #229.

Baron Wealth Management first reported a position in FBCG in Q1 2026 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • Baron Wealth Management held 4,123 shares of Fidelity Blue Chip Growth ETF worth $261K as of Q3 2026.
  • Baron Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q3 2026.
  • Fidelity Blue Chip Growth ETF made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #229 holding.
  • Baron Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.