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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
Q2 		$256K Hold
4,123
– – 0.07% 237
2026
Q1 		$207K Buy
+4,123
New +$219K 0.06% 262

Other funds holding FBCG

KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Baron Wealth Management's FBCG Position: Q2 2026 in Review

Baron Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 4,123 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #237.

Baron Wealth Management first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Baron Wealth Management held 4,123 shares of Fidelity Blue Chip Growth ETF worth $256K as of Q2 2026.
  • Baron Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Baron Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.